PAAUX Mutual Fund

PAAUX Mutual Fund

NAV$34.18
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Returns Overview

1 Month
+0.48%
3 Months
+9.95%
6 Months
+5.51%
YTD
+5.15%
1 Year
+11.79%
3 Years (annualized)
+12.34%
5 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAUX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+7.64%
vs Peers
-2.49%

PAAUX Mutual Fund Performance

PAAUX performance across multiple time periods: 1-month 0.48%, YTD 5.15%, 1-year 11.79%, 3-year 12.34%, 5-year 6.05%.

PAAUX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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