PAUCX Mutual Fund

NAV$7.24

Returns Overview

1 Month
-0.26%
3 Months
+4.43%
6 Months
+7.21%
YTD
+6.90%
1 Year
+14.18%
3 Years (annualized)
+7.73%
5 Years (annualized)
+1.55%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAUCX 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)
+6.90%
Peer Avg (YTD)
+5.87%
vs Peers
+1.03%

PAUCX Mutual Fund Performance

PAUCX performance across multiple time periods: 1-month -0.26%, YTD 6.90%, 1-year 14.18%, 3-year 7.73%, 5-year 1.55%, 10-year 3.42%.

PAUCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 5.95%, investors should weigh costs against performance when evaluating this mutual fund.

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