PARMX Mutual Fund

PARMX Mutual Fund

NAV$41.33
See how much of PARMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.59%
3 Months
+1.31%
6 Months
+2.25%
YTD
+6.81%
1 Year
+10.90%
3 Years (annualized)
+11.78%
5 Years (annualized)
+3.18%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+9.54%
vs Peers
-2.73%

PARMX Mutual Fund Performance

PARMX performance across multiple time periods: 1-month -4.59%, YTD 6.81%, 1-year 10.90%, 3-year 11.78%, 5-year 3.18%, 10-year 7.98%.

PARMX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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