Paradigm Select Fund (PFSLX)
The fund invests primarily in the common stocks of companies with market capitalizations between $500 million and $10 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. It may be overweight in certain sectors at various times. Securities are sold when they have realized their anticipated value or if new investment opportunities with higher expected returns are acquired.
Fund Info
US69901E3027
69901E302
Jan 3, 2005
$2,500
Mid-Cap
Blend
Expense Ratio
PFSLX has a high expense ratio of 1.16%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Paradigm Select Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Paradigm Select Fund had a return of 1.72% year-to-date (YTD) and 17.42% in the last 12 months. Over the past 10 years, Paradigm Select Fund had an annualized return of 9.53%, while the S&P 500 had an annualized return of 11.31%, indicating that Paradigm Select Fund did not perform as well as the benchmark.
PFSLX
1.72%
-4.35%
4.31%
17.42%
13.70%
9.53%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of PFSLX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.28% | 1.72% | |||||||||||
| 2024 | -1.81% | 8.38% | 3.75% | -5.32% | 4.89% | -1.28% | 5.83% | 2.22% | 0.94% | -4.84% | 9.29% | -5.04% | 16.73% |
| 2023 | 10.38% | -1.03% | -0.05% | -3.64% | 2.85% | 9.64% | 2.65% | -1.62% | -7.29% | -7.85% | 11.54% | 11.16% | 26.94% |
| 2022 | -9.87% | -1.15% | -1.57% | -10.06% | 1.18% | -12.39% | 12.12% | -7.23% | -8.04% | 7.25% | 7.62% | -4.71% | -26.45% |
| 2021 | 1.31% | 7.26% | 3.08% | 3.73% | 0.61% | 3.14% | 0.15% | 1.36% | -4.93% | 5.12% | -0.35% | 7.42% | 30.93% |
| 2020 | -4.11% | -10.79% | -16.79% | 15.63% | 9.36% | 3.08% | 4.59% | 5.03% | -1.74% | 2.06% | 15.62% | 6.54% | 25.92% |
| 2019 | 11.76% | 5.46% | -1.09% | 4.95% | -11.13% | 9.72% | 1.77% | -3.24% | 4.65% | 3.35% | 5.05% | 3.07% | 37.56% |
| 2018 | 3.29% | -0.90% | 0.50% | -2.83% | 6.73% | -1.63% | 0.81% | 5.71% | -2.48% | -9.48% | -1.06% | -10.45% | -12.53% |
| 2017 | 2.57% | 1.98% | 1.20% | 1.04% | -1.34% | 0.37% | 1.95% | -2.41% | 4.36% | 2.39% | 2.86% | -3.48% | 11.79% |
| 2016 | -6.67% | 2.28% | 6.01% | -1.49% | 0.79% | -1.33% | 6.76% | 2.05% | 1.18% | -1.76% | 6.56% | 0.65% | 15.14% |
| 2015 | -3.54% | 6.57% | 2.96% | -1.35% | 2.11% | -0.84% | -2.91% | -3.96% | -4.47% | 4.48% | 2.62% | -10.55% | -9.69% |
| 2014 | -3.75% | 5.44% | 1.22% | -0.79% | 1.17% | 3.66% | -4.19% | 5.01% | -5.80% | 3.94% | 1.03% | -18.27% | -13.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PFSLX is 48, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Paradigm Select Fund (PFSLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Paradigm Select Fund provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.01 | $0.01 | $0.21 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 |
Dividend yield | 0.02% | 0.02% | 0.31% | 0.00% | 0.00% | 0.01% | 0.02% | 0.00% | 0.00% | 0.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Paradigm Select Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Paradigm Select Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Paradigm Select Fund was 52.46%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.
The current Paradigm Select Fund drawdown is 6.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.46% | Jul 20, 2007 | 411 | Mar 9, 2009 | 467 | Jan 12, 2011 | 878 |
| -40.49% | Jan 21, 2020 | 44 | Mar 23, 2020 | 99 | Aug 12, 2020 | 143 |
| -39.44% | Dec 26, 2013 | 536 | Feb 11, 2016 | 639 | Aug 24, 2018 | 1175 |
| -34.48% | Jan 5, 2022 | 196 | Oct 14, 2022 | 346 | Mar 4, 2024 | 542 |
| -24.99% | Aug 30, 2018 | 80 | Dec 24, 2018 | 216 | Nov 1, 2019 | 296 |
Volatility
Volatility Chart
The current Paradigm Select Fund volatility is 5.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.