PAIQX Mutual Fund

PAIQX Mutual Fund

NAV$10.03
See how much of PAIQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.42%
3 Months
+1.13%
6 Months
+2.10%
YTD
+2.48%
1 Year
+4.41%
3 Years (annualized)
+4.87%
5 Years (annualized)
+3.52%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIQX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+0.12%
vs Peers
+2.36%

PAIQX Mutual Fund Performance

PAIQX performance across multiple time periods: 1-month 0.42%, YTD 2.48%, 1-year 4.41%, 3-year 4.87%, 5-year 3.52%, 10-year 2.49%.

PAIQX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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