PPARX Mutual Fund

NAV$9.16

Returns Overview

1 Month
+0.36%
3 Months
+2.57%
6 Months
+1.66%
YTD
+1.55%
1 Year
+5.61%
3 Years (annualized)
+8.51%
5 Years (annualized)
+2.66%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPARX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+2.03%
vs Peers
-0.48%

PPARX Mutual Fund Performance

PPARX performance across multiple time periods: 1-month 0.36%, YTD 1.55%, 1-year 5.61%, 3-year 8.51%, 5-year 2.66%, 10-year 4.29%.

PPARX returns trail the peer average of 2.03% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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