PARJX Mutual Fund

PARJX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
-0.43%
3 Months
+1.81%
6 Months
+3.98%
YTD
+5.75%
1 Year
+12.29%
3 Years (annualized)
+10.58%
5 Years (annualized)
+5.15%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARJX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+6.99%
vs Peers
-1.24%

PARJX Mutual Fund Performance

PARJX performance across multiple time periods: 1-month -0.43%, YTD 5.75%, 1-year 12.29%, 3-year 10.58%, 5-year 5.15%, 10-year 8.03%.

PARJX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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