PARAX Mutual Fund

NAV$16.91

Returns Overview

1 Month
+0.12%
3 Months
+6.20%
6 Months
+5.66%
YTD
+5.33%
1 Year
+11.55%
3 Years (annualized)
+9.66%
5 Years (annualized)
+4.28%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARAX 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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+7.64%
vs Peers
-2.31%

PARAX Mutual Fund Performance

PARAX performance across multiple time periods: 1-month 0.12%, YTD 5.33%, 1-year 11.55%, 3-year 9.66%, 5-year 4.28%, 10-year 6.36%.

PARAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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