PARNX Mutual Fund

NAV$57.02

Returns Overview

1 Month
+5.92%
3 Months
+20.04%
6 Months
+11.61%
YTD
+10.99%
1 Year
+16.94%
3 Years (annualized)
+18.21%
5 Years (annualized)
+6.37%
10 Years (annualized)
+13.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARNX 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 Growth Index(^RMCCG)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+10.82%
vs Peers
+0.17%

PARNX Mutual Fund Performance

PARNX performance across multiple time periods: 1-month 5.92%, YTD 10.99%, 1-year 16.94%, 3-year 18.21%, 5-year 6.37%, 10-year 13.56%.

PARNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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