PAARX Mutual Fund

PAARX Mutual Fund

NAV$18.03
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Returns Overview

1 Month
-1.10%
3 Months
+2.10%
6 Months
+4.64%
YTD
+5.82%
1 Year
+13.64%
3 Years (annualized)
+13.95%
5 Years (annualized)
+8.02%
10 Years (annualized)
+8.75%

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)
+5.82%
Peer Avg (YTD)
+5.54%
vs Peers
+0.29%

PAARX Mutual Fund Performance

PAARX performance across multiple time periods: 1-month -1.10%, YTD 5.82%, 1-year 13.64%, 3-year 13.95%, 5-year 8.02%, 10-year 8.75%.

PAARX returns outperform the peer average of 5.54% 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.