PAIIX Mutual Fund

PAIIX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-2.15%
3 Months
-2.54%
6 Months
-0.22%
YTD
-2.37%
1 Year
-0.37%
3 Years (annualized)
+5.80%
5 Years (annualized)
+2.48%
10 Years (annualized)
+2.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIIX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-2.37%
Peer Avg (YTD)
-1.59%
vs Peers
-0.79%

PAIIX Mutual Fund Performance

PAIIX performance across multiple time periods: 1-month -2.15%, YTD -2.37%, 1-year -0.37%, 3-year 5.80%, 5-year 2.48%, 10-year 2.60%.

PAIIX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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