PANRX Mutual Fund

PANRX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
-1.94%
3 Months
-1.46%
6 Months
+3.40%
YTD
+2.79%
1 Year
+4.41%
3 Years (annualized)
+8.91%
5 Years (annualized)
+3.54%
10 Years (annualized)
+5.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PANRX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+7.09%
vs Peers
-4.30%

PANRX Mutual Fund Performance

PANRX performance across multiple time periods: 1-month -1.94%, YTD 2.79%, 1-year 4.41%, 3-year 8.91%, 5-year 3.54%, 10-year 5.29%.

PANRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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