PARQX Mutual Fund

PARQX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-0.75%
3 Months
-0.90%
6 Months
-1.20%
YTD
-1.79%
1 Year
+0.97%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.77%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARQX 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
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Index(^IBML3YUC)
This Mutual Fund (YTD)
-1.79%
Peer Avg (YTD)
+0.50%
vs Peers
-2.29%

PARQX Mutual Fund Performance

PARQX performance across multiple time periods: 1-month -0.75%, YTD -1.79%, 1-year 0.97%, 3-year 4.25%, 5-year 1.77%, 10-year 1.96%.

PARQX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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