PAERX Mutual Fund

PAERX Mutual Fund

NAV$12.26
See how much of PAERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.41%
3 Months
+1.09%
6 Months
+2.63%
YTD
+3.87%
1 Year
+8.81%
3 Years (annualized)
+8.06%
5 Years (annualized)
+3.50%
10 Years (annualized)
+5.25%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.87%
Peer Avg (YTD)
+6.99%
vs Peers
-3.13%

PAERX Mutual Fund Performance

PAERX performance across multiple time periods: 1-month -0.41%, YTD 3.87%, 1-year 8.81%, 3-year 8.06%, 5-year 3.50%, 10-year 5.25%.

PAERX returns trail the peer average of 6.99% 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.