PPARX Mutual Fund

PPARX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
+0.09%
3 Months
-1.99%
6 Months
-1.96%
YTD
-1.12%
1 Year
-0.30%
3 Years (annualized)
+7.78%
5 Years (annualized)
+2.02%
10 Years (annualized)
+3.72%

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)
-1.12%
Peer Avg (YTD)
+0.29%
vs Peers
-1.41%

PPARX Mutual Fund Performance

PPARX performance across multiple time periods: 1-month 0.09%, YTD -1.12%, 1-year -0.30%, 3-year 7.78%, 5-year 2.02%, 10-year 3.72%.

PPARX returns trail the peer average of 0.29% 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.