PAETX Mutual Fund

PAETX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-2.02%
3 Months
-1.54%
6 Months
+3.00%
YTD
+2.90%
1 Year
+6.29%
3 Years (annualized)
+10.72%
5 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAETX 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
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📉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 US Aggregate Index
This Mutual Fund (YTD)
+2.90%
Peer Avg (YTD)
+7.09%
vs Peers
-4.19%

PAETX Mutual Fund Performance

PAETX performance across multiple time periods: 1-month -2.02%, YTD 2.90%, 1-year 6.29%, 3-year 10.72%, 5-year 4.48%.

PAETX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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