PAIOX Mutual Fund

NAV$8.48

Returns Overview

1 Month
+3.30%
3 Months
+1.56%
6 Months
+1.32%
YTD
+2.05%
1 Year
+2.80%
3 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+2.24%
vs Peers
-0.19%

PAIOX Mutual Fund Performance

PAIOX performance across multiple time periods: 1-month 3.30%, YTD 2.05%, 1-year 2.80%, 3-year 10.55%.

PAIOX returns trail the peer average of 2.24% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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