PARIX Mutual Fund

NAV$14.69

Returns Overview

1 Month
-0.07%
3 Months
+5.48%
6 Months
+4.99%
YTD
+4.77%
1 Year
+9.47%
3 Years (annualized)
+8.78%
5 Years (annualized)
+3.87%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+4.14%
vs Peers
+0.62%

PARIX Mutual Fund Performance

PARIX performance across multiple time periods: 1-month -0.07%, YTD 4.77%, 1-year 9.47%, 3-year 8.78%, 5-year 3.87%, 10-year 5.97%.

PARIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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