PAUPX Mutual Fund

PAUPX Mutual Fund

NAV$7.25
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Returns Overview

1 Month
-0.21%
3 Months
+4.64%
6 Months
+7.68%
YTD
+7.36%
1 Year
+15.36%
3 Years (annualized)
+8.84%
5 Years (annualized)
+2.66%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAUPX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+5.87%
vs Peers
+1.50%

PAUPX Mutual Fund Performance

PAUPX performance across multiple time periods: 1-month -0.21%, YTD 7.36%, 1-year 15.36%, 3-year 8.84%, 5-year 2.66%, 10-year 4.55%.

PAUPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 4.90%, investors should weigh costs against performance when evaluating this mutual fund.

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