PAULX Mutual Fund

PAULX Mutual Fund

NAV$49.40
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Returns Overview

1 Month
+2.57%
3 Months
+4.68%
6 Months
+10.53%
YTD
+13.11%
1 Year
+17.79%
3 Years (annualized)
+18.75%
5 Years (annualized)
+10.90%
10 Years (annualized)
+13.44%

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
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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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+13.11%
Peer Avg (YTD)
+11.21%
vs Peers
+1.90%

PAULX Mutual Fund Performance

PAULX performance across multiple time periods: 1-month 2.57%, YTD 13.11%, 1-year 17.79%, 3-year 18.75%, 5-year 10.90%, 10-year 13.44%.

PAULX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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