PAIDX Mutual Fund

PAIDX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+0.30%
3 Months
+1.08%
6 Months
+2.24%
YTD
+2.94%
1 Year
+4.60%
3 Years (annualized)
+5.09%
5 Years (annualized)
+3.85%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIDX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+2.94%
Peer Avg (YTD)
+2.15%
vs Peers
+0.79%

PAIDX Mutual Fund Performance

PAIDX performance across multiple time periods: 1-month 0.30%, YTD 2.94%, 1-year 4.60%, 3-year 5.09%, 5-year 3.85%, 10-year 2.77%.

PAIDX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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