PAIEX Mutual Fund

PAIEX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
-0.92%
3 Months
-0.20%
6 Months
+2.49%
YTD
+4.15%
1 Year
+4.45%
3 Years (annualized)
+3.46%
5 Years (annualized)
+1.56%
10 Years (annualized)
+1.52%

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
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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)
+4.15%
Peer Avg (YTD)
-0.97%
vs Peers
+5.12%

PAIEX Mutual Fund Performance

PAIEX performance across multiple time periods: 1-month -0.92%, YTD 4.15%, 1-year 4.45%, 3-year 3.46%, 5-year 1.56%, 10-year 1.52%.

PAIEX returns outperform the peer average of -0.97% 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.