PAEUX Mutual Fund

PAEUX Mutual Fund

NAV$16.70
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Returns Overview

1 Month
-0.85%
3 Months
+3.47%
6 Months
+6.49%
YTD
+6.01%
1 Year
+13.24%
3 Years (annualized)
+14.33%
5 Years (annualized)
+8.58%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEUX 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)
+6.01%
Peer Avg (YTD)
+6.99%
vs Peers
-0.98%

PAEUX Mutual Fund Performance

PAEUX performance across multiple time periods: 1-month -0.85%, YTD 6.01%, 1-year 13.24%, 3-year 14.33%, 5-year 8.58%, 10-year 10.41%.

PAEUX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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