PAEZX Mutual Fund

PAEZX Mutual Fund

NAV$13.52
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Returns Overview

1 Month
-1.33%
3 Months
-0.15%
6 Months
+11.82%
YTD
+9.52%
1 Year
+13.16%
3 Years (annualized)
+18.41%
5 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAEZX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+7.09%
vs Peers
+2.44%

PAEZX Mutual Fund Performance

PAEZX performance across multiple time periods: 1-month -1.33%, YTD 9.52%, 1-year 13.16%, 3-year 18.41%, 5-year 9.69%.

PAEZX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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