PAPIX Mutual Fund

PAPIX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
+0.31%
3 Months
+0.99%
6 Months
+1.70%
YTD
+2.81%
1 Year
+4.61%
3 Years (annualized)
+5.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAPIX 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
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📉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

This Mutual Fund (YTD)
+2.81%
Peer Avg (YTD)
+4.96%
vs Peers
-2.15%

PAPIX Mutual Fund Performance

PAPIX performance across multiple time periods: 1-month 0.31%, YTD 2.81%, 1-year 4.61%, 3-year 5.22%.

PAPIX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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