PASHX Mutual Fund

PASHX Mutual Fund

NAV$4.56
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Returns Overview

1 Month
-0.78%
3 Months
-0.69%
6 Months
-0.19%
YTD
+0.07%
1 Year
+1.06%
3 Years (annualized)
+4.47%
5 Years (annualized)
+1.97%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASHX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
+0.50%
vs Peers
-0.42%

PASHX Mutual Fund Performance

PASHX performance across multiple time periods: 1-month -0.78%, YTD 0.07%, 1-year 1.06%, 3-year 4.47%, 5-year 1.97%, 10-year 2.06%.

PASHX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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