PAEQX Mutual Fund

PAEQX Mutual Fund

NAV$13.40
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Returns Overview

1 Month
+2.20%
3 Months
+1.58%
6 Months
+7.84%
YTD
+10.76%
1 Year
+17.93%
3 Years (annualized)
+17.93%
5 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEQX 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)
+10.76%
Peer Avg (YTD)
+8.76%
vs Peers
+2.01%

PAEQX Mutual Fund Performance

PAEQX performance across multiple time periods: 1-month 2.20%, YTD 10.76%, 1-year 17.93%, 3-year 17.93%, 5-year 9.25%.

PAEQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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