PAREX Mutual Fund

PAREX Mutual Fund

NAV$12.61
See how much of PAREX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.32%
3 Months
+3.88%
6 Months
+12.79%
YTD
+15.31%
1 Year
+17.05%
3 Years (annualized)
+8.02%
5 Years (annualized)
+2.25%
10 Years (annualized)
+2.50%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.31%
Peer Avg (YTD)
+12.53%
vs Peers
+2.78%

PAREX Mutual Fund Performance

PAREX performance across multiple time periods: 1-month 2.32%, YTD 15.31%, 1-year 17.05%, 3-year 8.02%, 5-year 2.25%, 10-year 2.50%.

PAREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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