PARRX Mutual Fund

PARRX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-0.05%
3 Months
-1.32%
6 Months
-1.32%
YTD
+0.31%
1 Year
+0.79%
3 Years (annualized)
+4.35%
5 Years (annualized)
+0.38%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARRX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+2.15%
vs Peers
-1.85%

PARRX Mutual Fund Performance

PARRX performance across multiple time periods: 1-month -0.05%, YTD 0.31%, 1-year 0.79%, 3-year 4.35%, 5-year 0.38%, 10-year 2.36%.

PARRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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