PACIX Mutual Fund

PACIX Mutual Fund

NAV$27.92
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Returns Overview

1 Month
-1.91%
3 Months
-6.42%
6 Months
+12.19%
YTD
+13.37%
1 Year
+17.70%
3 Years (annualized)
+16.86%
5 Years (annualized)
+6.25%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACIX 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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+13.37%
Peer Avg (YTD)
+10.47%
vs Peers
+2.90%

PACIX Mutual Fund Performance

PACIX performance across multiple time periods: 1-month -1.91%, YTD 13.37%, 1-year 17.70%, 3-year 16.86%, 5-year 6.25%, 10-year 12.22%.

PACIX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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