PARCX Mutual Fund

PARCX Mutual Fund

NAV$29.88
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Returns Overview

1 Month
-0.41%
3 Months
+2.16%
6 Months
+4.61%
YTD
+6.63%
1 Year
+14.16%
3 Years (annualized)
+11.73%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARCX 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)
+6.63%
Peer Avg (YTD)
+6.99%
vs Peers
-0.36%

PARCX Mutual Fund Performance

PARCX performance across multiple time periods: 1-month -0.41%, YTD 6.63%, 1-year 14.16%, 3-year 11.73%, 5-year 5.85%, 10-year 8.88%.

PARCX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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