PADLX Mutual Fund

PADLX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-1.91%
3 Months
-1.43%
6 Months
+3.12%
YTD
+3.05%
1 Year
+6.45%
3 Years (annualized)
+10.85%
5 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PADLX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+7.09%
vs Peers
-4.04%

PADLX Mutual Fund Performance

PADLX performance across multiple time periods: 1-month -1.91%, YTD 3.05%, 1-year 6.45%, 3-year 10.85%, 5-year 4.60%.

PADLX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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