PPARX Mutual Fund

PPARX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-0.65%
3 Months
+0.03%
6 Months
+0.24%
YTD
+0.89%
1 Year
+4.10%
3 Years (annualized)
+7.55%
5 Years (annualized)
+2.44%
10 Years (annualized)
+4.05%

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
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📉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)
+0.89%
Peer Avg (YTD)
+2.62%
vs Peers
-1.73%

PPARX Mutual Fund Performance

PPARX performance across multiple time periods: 1-month -0.65%, YTD 0.89%, 1-year 4.10%, 3-year 7.55%, 5-year 2.44%, 10-year 4.05%.

PPARX returns trail the peer average of 2.62% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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