PAIEX Mutual Fund

PAIEX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
-0.28%
3 Months
+0.60%
6 Months
+3.74%
YTD
+3.57%
1 Year
+2.73%
3 Years (annualized)
+3.91%
5 Years (annualized)
+1.41%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+0.20%
vs Peers
+3.36%

PAIEX Mutual Fund Performance

PAIEX performance across multiple time periods: 1-month -0.28%, YTD 3.57%, 1-year 2.73%, 3-year 3.91%, 5-year 1.41%, 10-year 1.51%.

PAIEX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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