PAUNX Mutual Fund

PAUNX Mutual Fund

NAV$6.86
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Returns Overview

1 Month
+3.26%
3 Months
-0.81%
6 Months
+0.07%
YTD
+6.76%
1 Year
+9.30%
3 Years (annualized)
+10.80%
5 Years (annualized)
+2.28%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAUNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+5.28%
vs Peers
+1.48%

PAUNX Mutual Fund Performance

PAUNX performance across multiple time periods: 1-month 3.26%, YTD 6.76%, 1-year 9.30%, 3-year 10.80%, 5-year 2.28%, 10-year 3.98%.

PAUNX returns outperform the peer average of 5.28% YTD. With an expense ratio of 4.27%, investors should weigh costs against performance when evaluating this mutual fund.

PAUNX vs another fund shows side-by-side returns. PAUNX alternatives are available in the Mutual Fund Screener.