PAILX Mutual Fund

PAILX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
+3.32%
3 Months
+1.25%
6 Months
+0.75%
YTD
+1.89%
1 Year
+1.76%
3 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAILX 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
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📉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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+2.24%
vs Peers
-0.35%

PAILX Mutual Fund Performance

PAILX performance across multiple time periods: 1-month 3.32%, YTD 1.89%, 1-year 1.76%, 3-year 9.39%.

PAILX returns trail the peer average of 2.24% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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