PAEWX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
+0.48%
3 Months
+13.22%
6 Months
+7.58%
YTD
+6.95%
1 Year
+17.98%
3 Years (annualized)
+16.46%
5 Years (annualized)
+8.55%

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
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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

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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)
+6.95%
Peer Avg (YTD)
+7.64%
vs Peers
-0.69%

PAEWX Mutual Fund Performance

PAEWX performance across multiple time periods: 1-month 0.48%, YTD 6.95%, 1-year 17.98%, 3-year 16.46%, 5-year 8.55%.

PAEWX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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