PAEWX Mutual Fund

PAEWX Mutual Fund

NAV$16.33
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Returns Overview

1 Month
-1.26%
3 Months
+0.06%
6 Months
+3.52%
YTD
+6.05%
1 Year
+9.34%
3 Years (annualized)
+18.48%
5 Years (annualized)
+7.71%
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
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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)
+6.05%
Peer Avg (YTD)
+6.70%
vs Peers
-0.65%

PAEWX Mutual Fund Performance

PAEWX performance across multiple time periods: 1-month -1.26%, YTD 6.05%, 1-year 9.34%, 3-year 18.48%, 5-year 7.71%, 10-year 10.50%.

PAEWX returns trail the peer average of 6.70% 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.