PARDX Mutual Fund

PARDX Mutual Fund

NAV$37.58
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Returns Overview

1 Month
-2.08%
3 Months
-0.29%
6 Months
+10.75%
YTD
+8.94%
1 Year
+12.46%
3 Years (annualized)
+16.17%
5 Years (annualized)
+7.53%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARDX 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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+7.09%
vs Peers
+1.85%

PARDX Mutual Fund Performance

PARDX performance across multiple time periods: 1-month -2.08%, YTD 8.94%, 1-year 12.46%, 3-year 16.17%, 5-year 7.53%, 10-year 10.73%.

PARDX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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