PAECX Mutual Fund

PAECX Mutual Fund

NAV$21.67
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Returns Overview

1 Month
-1.03%
3 Months
+2.83%
6 Months
+6.15%
YTD
+8.00%
1 Year
+17.64%
3 Years (annualized)
+16.45%
5 Years (annualized)
+9.18%
10 Years (annualized)
+9.03%

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
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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)
+8.00%
Peer Avg (YTD)
+6.57%
vs Peers
+1.42%

PAECX Mutual Fund Performance

PAECX performance across multiple time periods: 1-month -1.03%, YTD 8.00%, 1-year 17.64%, 3-year 16.45%, 5-year 9.18%, 10-year 9.03%.

PAECX returns outperform the peer average of 6.57% 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.