PAEOX Mutual Fund

PAEOX Mutual Fund

NAV$16.32
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Returns Overview

1 Month
-0.94%
3 Months
+3.18%
6 Months
+6.08%
YTD
+5.51%
1 Year
+12.57%
3 Years (annualized)
+13.57%
5 Years (annualized)
+7.92%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEOX 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)
+5.51%
Peer Avg (YTD)
+6.99%
vs Peers
-1.48%

PAEOX Mutual Fund Performance

PAEOX performance across multiple time periods: 1-month -0.94%, YTD 5.51%, 1-year 12.57%, 3-year 13.57%, 5-year 7.92%, 10-year 9.80%.

PAEOX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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