PAETX Mutual Fund

PAETX Mutual Fund

NAV$11.42
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Returns Overview

1 Month
-0.06%
3 Months
+4.61%
6 Months
+4.70%
YTD
+4.51%
1 Year
+12.13%
3 Years (annualized)
+10.67%
5 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAETX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+7.64%
vs Peers
-3.13%

PAETX Mutual Fund Performance

PAETX performance across multiple time periods: 1-month -0.06%, YTD 4.51%, 1-year 12.13%, 3-year 10.67%, 5-year 4.72%.

PAETX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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