PNARX Mutual Fund

PNARX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
-0.11%
3 Months
-0.35%
6 Months
-0.64%
YTD
+0.70%
1 Year
+2.97%
3 Years (annualized)
+7.33%
5 Years (annualized)
+2.07%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNARX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+2.74%
vs Peers
-2.04%

PNARX Mutual Fund Performance

PNARX performance across multiple time periods: 1-month -0.11%, YTD 0.70%, 1-year 2.97%, 3-year 7.33%, 5-year 2.07%, 10-year 3.65%.

PNARX returns trail the peer average of 2.74% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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