PAAKX Mutual Fund

PAAKX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
-1.09%
3 Months
+0.42%
6 Months
+13.71%
YTD
+11.10%
1 Year
+14.99%
3 Years (annualized)
+18.76%
5 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAKX 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
PROUpgrade to run
📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+7.10%
vs Peers
+4.00%

PAAKX Mutual Fund Performance

PAAKX performance across multiple time periods: 1-month -1.09%, YTD 11.10%, 1-year 14.99%, 3-year 18.76%, 5-year 11.05%.

PAAKX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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