PARTX Mutual Fund

PARTX Mutual Fund

NAV$9.79
See how much of PARTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.21%
3 Months
+0.47%
6 Months
+0.42%
YTD
+1.22%
1 Year
+2.75%
3 Years (annualized)
+5.00%
5 Years (annualized)
+2.53%
10 Years (annualized)
+2.65%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.22%
Peer Avg (YTD)
+2.15%
vs Peers
-0.93%

PARTX Mutual Fund Performance

PARTX performance across multiple time periods: 1-month 0.21%, YTD 1.22%, 1-year 2.75%, 3-year 5.00%, 5-year 2.53%, 10-year 2.65%.

PARTX returns trail the peer average of 2.15% 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.