PAAEX Mutual Fund

NAV$18.23

Returns Overview

1 Month
+0.61%
3 Months
+9.12%
6 Months
+7.64%
YTD
+7.32%
1 Year
+20.71%
3 Years (annualized)
+16.98%
5 Years (annualized)
+9.06%
10 Years (annualized)
+9.83%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+5.87%
vs Peers
+1.46%

PAAEX Mutual Fund Performance

PAAEX performance across multiple time periods: 1-month 0.61%, YTD 7.32%, 1-year 20.71%, 3-year 16.98%, 5-year 9.06%, 10-year 9.83%.

PAAEX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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