PAEVX Mutual Fund

PAEVX Mutual Fund

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Returns Overview

1 Month
-1.32%
3 Months
-0.06%
6 Months
+3.34%
YTD
+5.73%
1 Year
+8.91%
3 Years (annualized)
+18.03%
5 Years (annualized)
+11.64%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEVX 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
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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)
+5.73%
Peer Avg (YTD)
+6.70%
vs Peers
-0.97%

PAEVX Mutual Fund Performance

PAEVX performance across multiple time periods: 1-month -1.32%, YTD 5.73%, 1-year 8.91%, 3-year 18.03%, 5-year 11.64%, 10-year 10.15%.

PAEVX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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