PAIDX Mutual Fund

PAIDX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
+0.10%
3 Months
+0.53%
6 Months
+1.73%
YTD
+3.17%
1 Year
+3.96%
3 Years (annualized)
+4.82%
5 Years (annualized)
+3.90%
10 Years (annualized)
+2.75%

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)
+3.17%
Peer Avg (YTD)
+1.93%
vs Peers
+1.24%

PAIDX Mutual Fund Performance

PAIDX performance across multiple time periods: 1-month 0.10%, YTD 3.17%, 1-year 3.96%, 3-year 4.82%, 5-year 3.90%, 10-year 2.75%.

PAIDX returns outperform the peer average of 1.93% 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.