PAUPX Mutual Fund

PAUPX Mutual Fund

NAV$7.28
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Returns Overview

1 Month
+0.42%
3 Months
+1.03%
6 Months
+4.48%
YTD
+7.81%
1 Year
+16.70%
3 Years (annualized)
+8.33%
5 Years (annualized)
+2.70%
10 Years (annualized)
+4.38%

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)
+7.81%
Peer Avg (YTD)
+5.54%
vs Peers
+2.27%

PAUPX Mutual Fund Performance

PAUPX performance across multiple time periods: 1-month 0.42%, YTD 7.81%, 1-year 16.70%, 3-year 8.33%, 5-year 2.70%, 10-year 4.38%.

PAUPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 4.22%, investors should weigh costs against performance when evaluating this mutual fund.

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