PARRX Mutual Fund

NAV$10.06

Returns Overview

1 Month
-1.28%
3 Months
-3.64%
6 Months
-3.08%
YTD
-2.90%
1 Year
+3.65%
3 Years (annualized)
+4.40%
5 Years (annualized)
+1.03%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-2.90%
Peer Avg (YTD)
+3.23%
vs Peers
-6.12%

PARRX Mutual Fund Performance

PARRX performance across multiple time periods: 1-month -1.28%, YTD -2.90%, 1-year 3.65%, 3-year 4.40%, 5-year 1.03%, 10-year 2.50%.

PARRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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