PAANX Mutual Fund

PAANX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
+1.14%
3 Months
+1.51%
6 Months
+2.59%
YTD
+10.25%
1 Year
+15.40%
3 Years (annualized)
+11.09%
5 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAANX 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 TIPS Index
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+6.69%
vs Peers
+3.56%

PAANX Mutual Fund Performance

PAANX performance across multiple time periods: 1-month 1.14%, YTD 10.25%, 1-year 15.40%, 3-year 11.09%, 5-year 5.04%.

PAANX returns outperform the peer average of 6.69% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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