PASAX Mutual Fund

PASAX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-3.83%
3 Months
-2.16%
6 Months
+2.74%
YTD
+5.80%
1 Year
+9.03%
3 Years (annualized)
+10.76%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASAX 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 TIPS Index
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+5.22%
vs Peers
+0.57%

PASAX Mutual Fund Performance

PASAX performance across multiple time periods: 1-month -3.83%, YTD 5.80%, 1-year 9.03%, 3-year 10.76%, 5-year 4.72%, 10-year 6.43%.

PASAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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