PARIX Mutual Fund

PARIX Mutual Fund

NAV$14.74
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Returns Overview

1 Month
-0.40%
3 Months
+1.28%
6 Months
+3.04%
YTD
+4.51%
1 Year
+9.82%
3 Years (annualized)
+8.11%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.74%

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
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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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+3.39%
vs Peers
+1.12%

PARIX Mutual Fund Performance

PARIX performance across multiple time periods: 1-month -0.40%, YTD 4.51%, 1-year 9.82%, 3-year 8.11%, 5-year 3.66%, 10-year 5.74%.

PARIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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