PAAJX Mutual Fund

PAAJX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
-1.67%
3 Months
-0.30%
6 Months
+11.60%
YTD
+10.03%
1 Year
+13.52%
3 Years (annualized)
+14.68%
5 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAJX 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
Custom Invesco Active Allocation Index(^CIAAAAAI)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+6.10%
vs Peers
+3.93%

PAAJX Mutual Fund Performance

PAAJX performance across multiple time periods: 1-month -1.67%, YTD 10.03%, 1-year 13.52%, 3-year 14.68%, 5-year 5.90%.

PAAJX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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