PASCX Mutual Fund

PASCX Mutual Fund

NAV$11.58
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Returns Overview

1 Month
-3.88%
3 Months
-2.28%
6 Months
+2.42%
YTD
+5.31%
1 Year
+8.32%
3 Years (annualized)
+9.92%
5 Years (annualized)
+3.94%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASCX 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)
+5.31%
Peer Avg (YTD)
+5.22%
vs Peers
+0.09%

PASCX Mutual Fund Performance

PASCX performance across multiple time periods: 1-month -3.88%, YTD 5.31%, 1-year 8.32%, 3-year 9.92%, 5-year 3.94%, 10-year 5.62%.

PASCX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.90%, investors should weigh costs against performance when evaluating this mutual fund.

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