PAPIX Mutual Fund

PAPIX Mutual Fund

NAV$10.31
See how much of PAPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.39%
3 Months
+1.09%
6 Months
+2.00%
YTD
+2.20%
1 Year
+5.22%
3 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAPIX 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

This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+5.54%
vs Peers
-3.34%

PAPIX Mutual Fund Performance

PAPIX performance across multiple time periods: 1-month 0.39%, YTD 2.20%, 1-year 5.22%, 3-year 5.28%.

PAPIX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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