PAIBX Mutual Fund

NAV$6.99

Returns Overview

1 Month
-1.98%
3 Months
+0.39%
6 Months
-1.68%
YTD
-1.40%
1 Year
-2.53%
3 Years (annualized)
+2.57%
5 Years (annualized)
-3.74%
10 Years (annualized)
-0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIBX 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

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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 Barclays Global Aggregate ex USD Index(LG38TRUU)
This Mutual Fund (YTD)
-1.40%
Peer Avg (YTD)
+0.99%
vs Peers
-2.40%

PAIBX Mutual Fund Performance

PAIBX performance across multiple time periods: 1-month -1.98%, YTD -1.40%, 1-year -2.53%, 3-year 2.57%, 5-year -3.74%, 10-year -0.86%.

PAIBX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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