PAIEX Mutual Fund

NAV$7.57

Returns Overview

3 Months
+4.65%
6 Months
+3.09%
YTD
+2.95%
1 Year
+3.23%
3 Years (annualized)
+3.31%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+0.99%
vs Peers
+1.96%

PAIEX Mutual Fund Performance

PAIEX performance across multiple time periods: YTD 2.95%, 1-year 3.23%, 3-year 3.31%, 5-year 1.13%, 10-year 1.59%.

PAIEX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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