PAEWX Mutual Fund

PAEWX Mutual Fund

NAV$16.86
See how much of PAEWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.90%
3 Months
+3.46%
6 Months
+6.54%
YTD
+5.99%
1 Year
+13.39%
3 Years (annualized)
+14.49%
5 Years (annualized)
+8.74%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEWX 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)
+5.99%
Peer Avg (YTD)
+6.99%
vs Peers
-1.00%

PAEWX Mutual Fund Performance

PAEWX performance across multiple time periods: 1-month -0.90%, YTD 5.99%, 1-year 13.39%, 3-year 14.49%, 5-year 8.74%, 10-year 10.50%.

PAEWX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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