PAITX Mutual Fund

NAV$23.90

Returns Overview

1 Month
+1.87%
3 Months
+14.38%
6 Months
+10.86%
YTD
+9.32%
1 Year
+14.47%
3 Years (annualized)
+12.13%
5 Years (annualized)
+4.50%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAITX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+9.32%
Peer Avg (YTD)
+8.97%
vs Peers
+0.34%

PAITX Mutual Fund Performance

PAITX performance across multiple time periods: 1-month 1.87%, YTD 9.32%, 1-year 14.47%, 3-year 12.13%, 5-year 4.50%, 10-year 7.81%.

PAITX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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