PARBX Mutual Fund

PARBX Mutual Fund

NAV$20.71
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Returns Overview

1 Month
+1.36%
3 Months
+1.06%
6 Months
+3.41%
YTD
+6.85%
1 Year
+11.11%
3 Years (annualized)
+11.21%
5 Years (annualized)
+4.85%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARBX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+8.76%
vs Peers
-1.91%

PARBX Mutual Fund Performance

PARBX performance across multiple time periods: 1-month 1.36%, YTD 6.85%, 1-year 11.11%, 3-year 11.21%, 5-year 4.85%, 10-year 7.47%.

PARBX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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