PAEBX Mutual Fund

PAEBX Mutual Fund

NAV$20.22
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Returns Overview

1 Month
+2.32%
3 Months
+5.99%
6 Months
+10.75%
YTD
+16.88%
1 Year
+24.79%
3 Years (annualized)
+5.18%
5 Years (annualized)
+10.24%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEBX 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)
+16.88%
Peer Avg (YTD)
+10.70%
vs Peers
+6.19%

PAEBX Mutual Fund Performance

PAEBX performance across multiple time periods: 1-month 2.32%, YTD 16.88%, 1-year 24.79%, 3-year 5.18%, 5-year 10.24%, 10-year 7.49%.

PAEBX returns outperform the peer average of 10.70% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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