PACPX Mutual Fund

PACPX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
-1.75%
3 Months
-1.20%
6 Months
+3.41%
YTD
+1.45%
1 Year
+2.94%
3 Years (annualized)
+8.08%
5 Years (annualized)
+3.04%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACPX 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)
+1.45%
Peer Avg (YTD)
+7.10%
vs Peers
-5.65%

PACPX Mutual Fund Performance

PACPX performance across multiple time periods: 1-month -1.75%, YTD 1.45%, 1-year 2.94%, 3-year 8.08%, 5-year 3.04%, 10-year 3.64%.

PACPX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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