PAIRX Mutual Fund

NAV$13.14

Returns Overview

3 Months
+5.41%
6 Months
+4.90%
YTD
+4.65%
1 Year
+4.56%
3 Years (annualized)
+7.49%
5 Years (annualized)
+3.09%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIRX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+7.64%
vs Peers
-2.99%

PAIRX Mutual Fund Performance

PAIRX performance across multiple time periods: YTD 4.65%, 1-year 4.56%, 3-year 7.49%, 5-year 3.09%, 10-year 5.88%.

PAIRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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