PAELX Mutual Fund

NAV$5.02
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.20%
3 Months
+3.37%
6 Months
+0.80%
YTD
+0.60%
1 Year
+7.00%
3 Years (annualized)
+6.35%
5 Years (annualized)
+1.92%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAELX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPMorgan GBI EM Global Diversified Index(^JPGBIEMGDI)
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+3.07%
vs Peers
-2.47%

PAELX Mutual Fund Performance

PAELX performance across multiple time periods: 1-month -0.20%, YTD 0.60%, 1-year 7.00%, 3-year 6.35%, 5-year 1.92%, 10-year 2.70%.

PAELX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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