PAARX Mutual Fund

PAARX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+0.02%
3 Months
+0.08%
6 Months
+2.18%
YTD
+5.91%
1 Year
+7.46%
3 Years (annualized)
+16.04%
5 Years (annualized)
+6.77%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAARX 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
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🏦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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+5.30%
vs Peers
+0.60%

PAARX Mutual Fund Performance

PAARX performance across multiple time periods: 1-month 0.02%, YTD 5.91%, 1-year 7.46%, 3-year 16.04%, 5-year 6.77%, 10-year 8.42%.

PAARX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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