PYASX Mutual Fund

PYASX Mutual Fund

NAV$16.98
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Returns Overview

1 Month
+2.71%
3 Months
+1.97%
6 Months
+7.22%
YTD
+14.25%
1 Year
+19.22%
3 Years (annualized)
+3.78%
5 Years (annualized)
+7.77%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYASX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+14.82%
vs Peers
-0.57%

PYASX Mutual Fund Performance

PYASX performance across multiple time periods: 1-month 2.71%, YTD 14.25%, 1-year 19.22%, 3-year 3.78%, 5-year 7.77%, 10-year 6.94%.

PYASX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

PYASX vs another fund shows side-by-side returns. PYASX alternatives are available in the Mutual Fund Screener.