PAIKX Mutual Fund

PAIKX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
+0.30%
3 Months
+4.25%
6 Months
+3.22%
YTD
+3.32%
1 Year
+12.13%
3 Years (annualized)
+10.48%
5 Years (annualized)
+2.41%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIKX 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
J.P. Morgan EMBI Global Diversified Index(^JPMEMBIGDII)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+3.07%
vs Peers
+0.25%

PAIKX Mutual Fund Performance

PAIKX performance across multiple time periods: 1-month 0.30%, YTD 3.32%, 1-year 12.13%, 3-year 10.48%, 5-year 2.41%, 10-year 3.12%.

PAIKX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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