PAREX Mutual Fund

NAV$12.73

Returns Overview

1 Month
+1.05%
3 Months
+9.35%
6 Months
+11.98%
YTD
+12.08%
1 Year
+12.23%
3 Years (annualized)
+4.84%
5 Years (annualized)
+1.06%
10 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAREX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+12.08%
Peer Avg (YTD)
+11.24%
vs Peers
+0.84%

PAREX Mutual Fund Performance

PAREX performance across multiple time periods: 1-month 1.05%, YTD 12.08%, 1-year 12.23%, 3-year 4.84%, 5-year 1.06%, 10-year 2.67%.

PAREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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