PAEWX Mutual Fund

PAEWX Mutual Fund

NAV$16.90
See how much of PAEWX 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
+13.70%
YTD
+7.41%
1 Year
+10.56%
3 Years (annualized)
+16.78%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEWX 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)
+7.41%
Peer Avg (YTD)
+7.10%
vs Peers
+0.30%

PAEWX Mutual Fund Performance

PAEWX performance across multiple time periods: 1-month -1.07%, YTD 7.41%, 1-year 10.56%, 3-year 16.78%, 5-year 8.18%, 10-year 10.50%.

PAEWX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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