PAETX Mutual Fund

PAETX Mutual Fund

NAV$11.13
See how much of PAETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.54%
3 Months
-0.34%
6 Months
+0.75%
YTD
+3.46%
1 Year
+5.64%
3 Years (annualized)
+11.63%
5 Years (annualized)
+4.32%

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
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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+6.70%
vs Peers
-3.24%

PAETX Mutual Fund Performance

PAETX performance across multiple time periods: 1-month 0.54%, YTD 3.46%, 1-year 5.64%, 3-year 11.63%, 5-year 4.32%.

PAETX returns trail the peer average of 6.70% 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.