PAERX Mutual Fund

PAERX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
+0.08%
3 Months
+5.02%
6 Months
+4.57%
YTD
+4.30%
1 Year
+9.63%
3 Years (annualized)
+8.72%
5 Years (annualized)
+3.76%
10 Years (annualized)
+5.50%

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
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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+7.64%
vs Peers
-3.34%

PAERX Mutual Fund Performance

PAERX performance across multiple time periods: 1-month 0.08%, YTD 4.30%, 1-year 9.63%, 3-year 8.72%, 5-year 3.76%, 10-year 5.50%.

PAERX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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