PANNX Mutual Fund

PANNX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-4.40%
3 Months
-5.58%
6 Months
-5.02%
YTD
-4.07%
1 Year
-2.62%
3 Years (annualized)
+4.63%
5 Years (annualized)
+0.06%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PANNX 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 GNMA Index(^BBGGNMAI)
This Mutual Fund (YTD)
-4.07%
Peer Avg (YTD)
+0.50%
vs Peers
-4.57%

PANNX Mutual Fund Performance

PANNX performance across multiple time periods: 1-month -4.40%, YTD -4.07%, 1-year -2.62%, 3-year 4.63%, 5-year 0.06%, 10-year 1.37%.

PANNX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.58%, investors should weigh costs against performance when evaluating this mutual fund.

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