PAAVX Mutual Fund

PAAVX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-0.91%
3 Months
+3.42%
6 Months
+7.32%
YTD
+9.55%
1 Year
+20.26%
3 Years (annualized)
+19.07%
5 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAVX 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)
+9.55%
Peer Avg (YTD)
+6.99%
vs Peers
+2.55%

PAAVX Mutual Fund Performance

PAAVX performance across multiple time periods: 1-month -0.91%, YTD 9.55%, 1-year 20.26%, 3-year 19.07%, 5-year 11.37%.

PAAVX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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