PARQX Mutual Fund

NAV$9.88

Returns Overview

1 Month
+0.06%
3 Months
+0.47%
6 Months
+0.60%
YTD
+0.60%
1 Year
+2.63%
3 Years (annualized)
+4.50%
5 Years (annualized)
+1.75%
10 Years (annualized)
+2.07%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Index(^IBML3YUC)
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+3.23%
vs Peers
-2.63%

PARQX Mutual Fund Performance

PARQX performance across multiple time periods: 1-month 0.06%, YTD 0.60%, 1-year 2.63%, 3-year 4.50%, 5-year 1.75%, 10-year 2.07%.

PARQX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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