PAIIX Mutual Fund

PAIIX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-0.74%
3 Months
+0.94%
6 Months
-0.94%
YTD
-0.57%
1 Year
+3.63%
3 Years (annualized)
+5.60%
5 Years (annualized)
+2.41%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIIX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
+0.25%
vs Peers
-0.82%

PAIIX Mutual Fund Performance

PAIIX performance across multiple time periods: 1-month -0.74%, YTD -0.57%, 1-year 3.63%, 3-year 5.60%, 5-year 2.41%, 10-year 2.57%.

PAIIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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