PAEUX Mutual Fund

PAEUX Mutual Fund

NAV$16.84
See how much of PAEUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.07%
3 Months
+0.42%
6 Months
+13.60%
YTD
+7.36%
1 Year
+10.42%
3 Years (annualized)
+15.83%
5 Years (annualized)
+8.55%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEUX 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)
+7.36%
Peer Avg (YTD)
+7.10%
vs Peers
+0.26%

PAEUX Mutual Fund Performance

PAEUX performance across multiple time periods: 1-month -1.07%, YTD 7.36%, 1-year 10.42%, 3-year 15.83%, 5-year 8.55%, 10-year 10.41%.

PAEUX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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