PAAIX Mutual Fund

NAV$12.25

Returns Overview

1 Month
-0.19%
3 Months
+5.17%
6 Months
+8.77%
YTD
+8.39%
1 Year
+16.81%
3 Years (annualized)
+10.67%
5 Years (annualized)
+5.07%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAAIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+5.93%
vs Peers
+2.46%

PAAIX Mutual Fund Performance

PAAIX performance across multiple time periods: 1-month -0.19%, YTD 8.39%, 1-year 16.81%, 3-year 10.67%, 5-year 5.07%, 10-year 6.99%.

PAAIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

PAAIX performance comparison shows side-by-side returns with another fund. PAAIX alternatives are available in the Mutual Fund Screener.