PAEJX Mutual Fund

PAEJX Mutual Fund

NAV$25.10
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Returns Overview

1 Month
-0.88%
3 Months
+3.17%
6 Months
+6.05%
YTD
+5.60%
1 Year
+12.50%
3 Years (annualized)
+13.55%
5 Years (annualized)
+7.99%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEJX 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)
+5.60%
Peer Avg (YTD)
+6.99%
vs Peers
-1.39%

PAEJX Mutual Fund Performance

PAEJX performance across multiple time periods: 1-month -0.88%, YTD 5.60%, 1-year 12.50%, 3-year 13.55%, 5-year 7.99%, 10-year 9.79%.

PAEJX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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