PAEPX Mutual Fund

PAEPX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
-0.93%
3 Months
+3.31%
6 Months
+6.20%
YTD
+5.70%
1 Year
+12.89%
3 Years (annualized)
+13.86%
5 Years (annualized)
+8.20%
10 Years (annualized)
+10.08%

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
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)
+5.70%
Peer Avg (YTD)
+6.99%
vs Peers
-1.29%

PAEPX Mutual Fund Performance

PAEPX performance across multiple time periods: 1-month -0.93%, YTD 5.70%, 1-year 12.89%, 3-year 13.86%, 5-year 8.20%, 10-year 10.08%.

PAEPX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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