PAUNX Mutual Fund

PAUNX Mutual Fund

NAV$7.32
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Returns Overview

1 Month
+0.42%
3 Months
+0.89%
6 Months
+4.45%
YTD
+7.63%
1 Year
+16.63%
3 Years (annualized)
+8.27%
5 Years (annualized)
+2.64%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAUNX 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)
+7.63%
Peer Avg (YTD)
+5.54%
vs Peers
+2.10%

PAUNX Mutual Fund Performance

PAUNX performance across multiple time periods: 1-month 0.42%, YTD 7.63%, 1-year 16.63%, 3-year 8.27%, 5-year 2.64%, 10-year 4.33%.

PAUNX returns outperform the peer average of 5.54% YTD. With an expense ratio of 4.27%, investors should weigh costs against performance when evaluating this mutual fund.

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