PAUAX Mutual Fund

PAUAX Mutual Fund

NAV$6.81
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Returns Overview

1 Month
-4.82%
3 Months
-3.76%
6 Months
+0.66%
YTD
+3.22%
1 Year
+6.37%
3 Years (annualized)
+9.20%
5 Years (annualized)
+2.40%
10 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAUAX 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 US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+4.96%
vs Peers
-1.74%

PAUAX Mutual Fund Performance

PAUAX performance across multiple time periods: 1-month -4.82%, YTD 3.22%, 1-year 6.37%, 3-year 9.20%, 5-year 2.40%, 10-year 4.07%.

PAUAX returns trail the peer average of 4.96% YTD. With an expense ratio of 4.52%, investors should weigh costs against performance when evaluating this mutual fund.

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