PAEAX Mutual Fund

NAV$23.97

Returns Overview

1 Month
+0.42%
3 Months
+11.89%
6 Months
+10.13%
YTD
+9.52%
1 Year
+26.39%
3 Years (annualized)
+20.54%
5 Years (annualized)
+11.14%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEAX 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)
+9.52%
Peer Avg (YTD)
+6.73%
vs Peers
+2.79%

PAEAX Mutual Fund Performance

PAEAX performance across multiple time periods: 1-month 0.42%, YTD 9.52%, 1-year 26.39%, 3-year 20.54%, 5-year 11.14%, 10-year 11.79%.

PAEAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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