PAETX Mutual Fund

PAETX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-0.67%
3 Months
+1.10%
6 Months
+2.69%
YTD
+3.81%
1 Year
+10.63%
3 Years (annualized)
+9.70%
5 Years (annualized)
+4.26%

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
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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)
+3.81%
Peer Avg (YTD)
+6.99%
vs Peers
-3.18%

PAETX Mutual Fund Performance

PAETX performance across multiple time periods: 1-month -0.67%, YTD 3.81%, 1-year 10.63%, 3-year 9.70%, 5-year 4.26%.

PAETX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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