PAENX Mutual Fund

PAENX Mutual Fund

NAV$13.48
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Returns Overview

1 Month
+0.38%
3 Months
+11.82%
6 Months
+9.88%
YTD
+9.33%
1 Year
+20.17%
3 Years (annualized)
+17.41%
5 Years (annualized)
+11.25%

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)
+9.33%
Peer Avg (YTD)
+7.64%
vs Peers
+1.69%

PAENX Mutual Fund Performance

PAENX performance across multiple time periods: 1-month 0.38%, YTD 9.33%, 1-year 20.17%, 3-year 17.41%, 5-year 11.25%.

PAENX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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