PAAEX Mutual Fund

PAAEX Mutual Fund

NAV$18.15
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Returns Overview

1 Month
+1.84%
3 Months
+1.37%
6 Months
+5.96%
YTD
+8.14%
1 Year
+13.77%
3 Years (annualized)
+17.04%
5 Years (annualized)
+8.62%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+6.28%
vs Peers
+1.85%

PAAEX Mutual Fund Performance

PAAEX performance across multiple time periods: 1-month 1.84%, YTD 8.14%, 1-year 13.77%, 3-year 17.04%, 5-year 8.62%, 10-year 9.58%.

PAAEX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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