PAECX Mutual Fund

PAECX Mutual Fund

NAV$21.41
See how much of PAECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.14%
3 Months
+1.46%
6 Months
+7.55%
YTD
+10.30%
1 Year
+17.27%
3 Years (annualized)
+17.54%
5 Years (annualized)
+8.67%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAECX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+7.17%
vs Peers
+3.13%

PAECX Mutual Fund Performance

PAECX performance across multiple time periods: 1-month 2.14%, YTD 10.30%, 1-year 17.27%, 3-year 17.54%, 5-year 8.67%, 10-year 10.02%.

PAECX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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