PAERX Mutual Fund

PAERX Mutual Fund

NAV$12.03
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Returns Overview

1 Month
+0.99%
3 Months
+0.66%
6 Months
+2.26%
YTD
+4.90%
1 Year
+8.13%
3 Years (annualized)
+8.83%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAERX 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
S&P Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+8.76%
vs Peers
-3.86%

PAERX Mutual Fund Performance

PAERX performance across multiple time periods: 1-month 0.99%, YTD 4.90%, 1-year 8.13%, 3-year 8.83%, 5-year 3.52%, 10-year 5.34%.

PAERX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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