PAPAX Mutual Fund

NAV$9.91

Returns Overview

1 Month
+0.42%
3 Months
+0.62%
6 Months
+1.66%
YTD
+1.66%
1 Year
+4.56%
3 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAPAX 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

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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

This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+5.87%
vs Peers
-4.21%

PAPAX Mutual Fund Performance

PAPAX performance across multiple time periods: 1-month 0.42%, YTD 1.66%, 1-year 4.56%, 3-year 4.30%.

PAPAX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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