PAUAX Mutual Fund

NAV$7.23

Returns Overview

1 Month
-0.26%
3 Months
+4.59%
6 Months
+7.56%
YTD
+7.25%
1 Year
+15.22%
3 Years (annualized)
+8.51%
5 Years (annualized)
+2.31%
10 Years (annualized)
+4.19%

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
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 Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+5.87%
vs Peers
+1.38%

PAUAX Mutual Fund Performance

PAUAX performance across multiple time periods: 1-month -0.26%, YTD 7.25%, 1-year 15.22%, 3-year 8.51%, 5-year 2.31%, 10-year 4.19%.

PAUAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 5.20%, investors should weigh costs against performance when evaluating this mutual fund.

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