PARMX Mutual Fund

PARMX Mutual Fund

NAV$39.54
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Returns Overview

1 Month
-5.19%
3 Months
-9.72%
6 Months
+3.50%
1 Year
+2.25%
3 Years (annualized)
+12.36%
5 Years (annualized)
+3.92%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARMX 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
Russell Midcap Index(^RMCC)

PARMX Mutual Fund Performance

PARMX performance across multiple time periods: 1-month -5.19%, 1-year 2.25%, 3-year 12.36%, 5-year 3.92%, 10-year 8.35%.

PARMX returns can be compared against peers and benchmarks. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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