PAOPX Mutual Fund

NAV$7.91

Returns Overview

1 Month
-0.63%
3 Months
+1.26%
6 Months
+1.22%
YTD
+1.22%
1 Year
+5.04%
3 Years (annualized)
+8.13%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAOPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+3.23%
vs Peers
-2.01%

PAOPX Mutual Fund Performance

PAOPX performance across multiple time periods: 1-month -0.63%, YTD 1.22%, 1-year 5.04%, 3-year 8.13%, 5-year 4.27%, 10-year 6.03%.

PAOPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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