PARMX Mutual Fund

NAV$41.60

Returns Overview

1 Month
+5.56%
3 Months
+14.64%
6 Months
+11.95%
YTD
+10.77%
1 Year
+19.47%
3 Years (annualized)
+14.42%
5 Years (annualized)
+4.57%
10 Years (annualized)
+8.86%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+10.82%
vs Peers
-0.05%

PARMX Mutual Fund Performance

PARMX performance across multiple time periods: 1-month 5.56%, YTD 10.77%, 1-year 19.47%, 3-year 14.42%, 5-year 4.57%, 10-year 8.86%.

PARMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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