PASPX Mutual Fund

PASPX Mutual Fund

NAV$10.34
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Returns Overview

1 Month
-0.58%
3 Months
-2.37%
6 Months
+1.48%
YTD
+1.38%
1 Year
+1.72%
3 Years (annualized)
+6.76%
5 Years (annualized)
+4.40%
10 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PASPX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+5.40%
vs Peers
-4.02%

PASPX Mutual Fund Performance

PASPX performance across multiple time periods: 1-month -0.58%, YTD 1.38%, 1-year 1.72%, 3-year 6.76%, 5-year 4.40%, 10-year 3.91%.

PASPX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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