PAARX Mutual Fund

PAARX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
-1.67%
3 Months
-1.04%
6 Months
+7.88%
YTD
+5.88%
1 Year
+8.56%
3 Years (annualized)
+14.73%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.46%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+4.96%
vs Peers
+0.92%

PAARX Mutual Fund Performance

PAARX performance across multiple time periods: 1-month -1.67%, YTD 5.88%, 1-year 8.56%, 3-year 14.73%, 5-year 7.05%, 10-year 8.46%.

PAARX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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