PAESX Mutual Fund

PAESX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
+2.38%
3 Months
+1.93%
6 Months
+8.72%
YTD
+8.36%
1 Year
+14.43%
3 Years (annualized)
+15.52%
5 Years (annualized)
+8.28%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAESX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+8.76%
vs Peers
-0.40%

PAESX Mutual Fund Performance

PAESX performance across multiple time periods: 1-month 2.38%, YTD 8.36%, 1-year 14.43%, 3-year 15.52%, 5-year 8.28%, 10-year 10.16%.

PAESX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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