PAAJX Mutual Fund

PAAJX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
+0.36%
3 Months
+11.94%
6 Months
+11.11%
YTD
+10.37%
1 Year
+19.08%
3 Years (annualized)
+13.59%
5 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAJX 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
Custom Invesco Active Allocation Index(^CIAAAAAI)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+6.73%
vs Peers
+3.64%

PAAJX Mutual Fund Performance

PAAJX performance across multiple time periods: 1-month 0.36%, YTD 10.37%, 1-year 19.08%, 3-year 13.59%, 5-year 5.26%.

PAAJX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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