PAEHX Mutual Fund

PAEHX Mutual Fund

NAV$25.34
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Returns Overview

1 Month
-0.88%
3 Months
+3.13%
6 Months
+6.01%
YTD
+5.56%
1 Year
+12.36%
3 Years (annualized)
+13.36%
5 Years (annualized)
+7.84%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEHX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+6.99%
vs Peers
-1.43%

PAEHX Mutual Fund Performance

PAEHX performance across multiple time periods: 1-month -0.88%, YTD 5.56%, 1-year 12.36%, 3-year 13.36%, 5-year 7.84%, 10-year 9.70%.

PAEHX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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