PARCX Mutual Fund

NAV$29.74

Returns Overview

1 Month
+0.17%
3 Months
+8.41%
6 Months
+7.57%
YTD
+7.06%
1 Year
+15.13%
3 Years (annualized)
+12.84%
5 Years (annualized)
+6.07%
10 Years (annualized)
+9.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+7.64%
vs Peers
-0.57%

PARCX Mutual Fund Performance

PARCX performance across multiple time periods: 1-month 0.17%, YTD 7.06%, 1-year 15.13%, 3-year 12.84%, 5-year 6.07%, 10-year 9.31%.

PARCX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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