PAULX Mutual Fund

NAV$49.19

Returns Overview

1 Month
-0.36%
3 Months
+11.26%
6 Months
+8.04%
YTD
+7.66%
1 Year
+15.40%
3 Years (annualized)
+17.69%
5 Years (annualized)
+11.03%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAULX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+9.51%
vs Peers
-1.84%

PAULX Mutual Fund Performance

PAULX performance across multiple time periods: 1-month -0.36%, YTD 7.66%, 1-year 15.40%, 3-year 17.69%, 5-year 11.03%, 10-year 13.17%.

PAULX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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