PAEPX Mutual Fund

PAEPX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
+0.50%
3 Months
+12.68%
6 Months
+7.27%
YTD
+6.70%
1 Year
+15.08%
3 Years (annualized)
+15.03%
5 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEPX 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
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📉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)
+6.70%
Peer Avg (YTD)
+7.64%
vs Peers
-0.94%

PAEPX Mutual Fund Performance

PAEPX performance across multiple time periods: 1-month 0.50%, YTD 6.70%, 1-year 15.08%, 3-year 15.03%, 5-year 7.44%.

PAEPX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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