PAENX Mutual Fund

PAENX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
-0.91%
3 Months
-0.15%
6 Months
+2.75%
YTD
+8.01%
1 Year
+9.78%
3 Years (annualized)
+18.88%
5 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAENX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+6.70%
vs Peers
+1.31%

PAENX Mutual Fund Performance

PAENX performance across multiple time periods: 1-month -0.91%, YTD 8.01%, 1-year 9.78%, 3-year 18.88%, 5-year 10.33%.

PAENX returns outperform the peer average of 6.70% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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