PAEUX Mutual Fund

NAV$16.91

Returns Overview

1 Month
+0.42%
3 Months
+13.12%
6 Months
+7.47%
YTD
+6.91%
1 Year
+17.77%
3 Years (annualized)
+16.28%
5 Years (annualized)
+9.37%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+7.64%
vs Peers
-0.73%

PAEUX Mutual Fund Performance

PAEUX performance across multiple time periods: 1-month 0.42%, YTD 6.91%, 1-year 17.77%, 3-year 16.28%, 5-year 9.37%.

PAEUX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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