PAEOX Mutual Fund

PAEOX Mutual Fund

NAV$16.27
See how much of PAEOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.17%
3 Months
+0.19%
6 Months
+12.70%
YTD
+6.71%
1 Year
+9.78%
3 Years (annualized)
+15.04%
5 Years (annualized)
+11.18%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEOX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+7.10%
vs Peers
-0.39%

PAEOX Mutual Fund Performance

PAEOX performance across multiple time periods: 1-month -1.17%, YTD 6.71%, 1-year 9.78%, 3-year 15.04%, 5-year 11.18%, 10-year 9.80%.

PAEOX returns trail the peer average of 7.10% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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