PAITX Mutual Fund

PAITX Mutual Fund

NAV$23.13
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Returns Overview

1 Month
-2.43%
3 Months
-0.72%
6 Months
+13.55%
YTD
+8.52%
1 Year
+11.01%
3 Years (annualized)
+13.29%
5 Years (annualized)
+4.79%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAITX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+8.67%
vs Peers
-0.14%

PAITX Mutual Fund Performance

PAITX performance across multiple time periods: 1-month -2.43%, YTD 8.52%, 1-year 11.01%, 3-year 13.29%, 5-year 4.79%, 10-year 7.70%.

PAITX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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