PAARX Mutual Fund

NAV$17.61

Returns Overview

1 Month
+0.56%
3 Months
+9.02%
6 Months
+7.32%
YTD
+7.00%
1 Year
+20.12%
3 Years (annualized)
+16.43%
5 Years (annualized)
+8.48%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAARX 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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.00%
Peer Avg (YTD)
+5.87%
vs Peers
+1.13%

PAARX Mutual Fund Performance

PAARX performance across multiple time periods: 1-month 0.56%, YTD 7.00%, 1-year 20.12%, 3-year 16.43%, 5-year 8.48%, 10-year 9.21%.

PAARX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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