PAPTX Mutual Fund

PAPTX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-0.38%
3 Months
-1.58%
6 Months
-0.47%
YTD
+2.03%
1 Year
+3.59%
3 Years (annualized)
+6.88%
5 Years (annualized)
+4.16%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAPTX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+4.75%
vs Peers
-2.72%

PAPTX Mutual Fund Performance

PAPTX performance across multiple time periods: 1-month -0.38%, YTD 2.03%, 1-year 3.59%, 3-year 6.88%, 5-year 4.16%, 10-year 3.73%.

PAPTX returns trail the peer average of 4.75% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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