PAUPX Mutual Fund

PAUPX Mutual Fund

NAV$6.82
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Returns Overview

1 Month
-4.87%
3 Months
-3.68%
6 Months
+0.79%
YTD
+3.42%
1 Year
+6.66%
3 Years (annualized)
+9.59%
5 Years (annualized)
+2.76%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAUPX 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)
+3.42%
Peer Avg (YTD)
+4.96%
vs Peers
-1.55%

PAUPX Mutual Fund Performance

PAUPX performance across multiple time periods: 1-month -4.87%, YTD 3.42%, 1-year 6.66%, 3-year 9.59%, 5-year 2.76%, 10-year 4.42%.

PAUPX returns trail the peer average of 4.96% YTD. With an expense ratio of 4.22%, investors should weigh costs against performance when evaluating this mutual fund.

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