PACDX Mutual Fund

PACDX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
-2.15%
3 Months
-2.38%
6 Months
+2.59%
YTD
+1.77%
1 Year
+4.77%
3 Years (annualized)
+10.73%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+2.46%
vs Peers
-0.68%

PACDX Mutual Fund Performance

PACDX performance across multiple time periods: 1-month -2.15%, YTD 1.77%, 1-year 4.77%, 3-year 10.73%, 5-year 4.90%, 10-year 6.03%.

PACDX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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