PAHEX Mutual Fund

PAHEX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-0.98%
3 Months
+3.14%
6 Months
+6.81%
YTD
+8.96%
1 Year
+19.42%
3 Years (annualized)
+17.34%
5 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAHEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+6.99%
vs Peers
+1.96%

PAHEX Mutual Fund Performance

PAHEX performance across multiple time periods: 1-month -0.98%, YTD 8.96%, 1-year 19.42%, 3-year 17.34%, 5-year 10.15%.

PAHEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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