PAUIX Mutual Fund

PAUIX Mutual Fund

NAV$7.34
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Returns Overview

1 Month
+0.28%
3 Months
+0.92%
6 Months
+4.53%
YTD
+7.71%
1 Year
+16.65%
3 Years (annualized)
+8.38%
5 Years (annualized)
+2.80%
10 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAUIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+5.54%
vs Peers
+2.17%

PAUIX Mutual Fund Performance

PAUIX performance across multiple time periods: 1-month 0.28%, YTD 7.71%, 1-year 16.65%, 3-year 8.38%, 5-year 2.80%, 10-year 4.48%.

PAUIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 4.12%, investors should weigh costs against performance when evaluating this mutual fund.

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