PAIFX Mutual Fund

PAIFX Mutual Fund

NAV$11.35

Returns Overview

1 Month
+0.35%
3 Months
+1.65%
6 Months
+1.58%
YTD
+1.58%
1 Year
+5.89%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.83%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIFX 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
Bloomberg Municipal 1-15 Year Blend (1-17) Bond Index
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+1.79%
vs Peers
-0.21%

PAIFX Mutual Fund Performance

PAIFX performance across multiple time periods: 1-month 0.35%, YTD 1.58%, 1-year 5.89%, 3-year 3.40%, 5-year 0.83%, 10-year 1.68%.

PAIFX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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