PARQX Mutual Fund

PARQX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-0.02%
3 Months
+0.20%
6 Months
+0.33%
YTD
+0.57%
1 Year
+2.64%
3 Years (annualized)
+4.39%
5 Years (annualized)
+1.81%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Index(^IBML3YUC)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+0.12%
vs Peers
+0.45%

PARQX Mutual Fund Performance

PARQX performance across multiple time periods: 1-month -0.02%, YTD 0.57%, 1-year 2.64%, 3-year 4.39%, 5-year 1.81%, 10-year 2.04%.

PARQX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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