PAEEX Mutual Fund

NAV$24.50

Returns Overview

1 Month
+0.46%
3 Months
+11.97%
6 Months
+10.24%
YTD
+9.64%
1 Year
+21.07%
3 Years (annualized)
+19.06%
5 Years (annualized)
+10.47%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEEX 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)
+9.64%
Peer Avg (YTD)
+6.73%
vs Peers
+2.92%

PAEEX Mutual Fund Performance

PAEEX performance across multiple time periods: 1-month 0.46%, YTD 9.64%, 1-year 21.07%, 3-year 19.06%, 5-year 10.47%, 10-year 11.66%.

PAEEX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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