PARTX Mutual Fund

PARTX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
+0.14%
3 Months
+0.49%
6 Months
+0.70%
YTD
+1.01%
1 Year
+3.41%
3 Years (annualized)
+5.06%
5 Years (annualized)
+2.47%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARTX 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
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🏦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)
+1.01%
Peer Avg (YTD)
+0.12%
vs Peers
+0.89%

PARTX Mutual Fund Performance

PARTX performance across multiple time periods: 1-month 0.14%, YTD 1.01%, 1-year 3.41%, 3-year 5.06%, 5-year 2.47%, 10-year 2.68%.

PARTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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