Paradigm Select Fund (PFSLX)

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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.

Paradigm Select Fund (PFSLX) has returned 6.58% so far this year and 39.31% over the past 12 months. Looking at the last ten years, PFSLX has achieved an annualized return of 13.73%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 3, 2005, PFSLX's average daily return is +0.28%, while the average monthly return is +0.99%. At this rate, your investment would double in approximately 5.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +15.6%, while the worst month was Oct 2008 at -17.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PFSLX closed higher 53% of trading days. The best single day was Jan 21, 2025 with a return of +1,006.3%, while the worst single day was Jan 22, 2025 at -90.8%.

Paradigm Select Fund has an annualized alpha of 82.06%, beta of 1.06, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 04, 2005.

• This fund captured 114.22% of S&P 500 Index gains and 102.53% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.01 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PFSLX has a high expense ratio of 1.16%, indicating above-average management fees.

PFSLX ranks 81 for risk / return — in the top 81% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Paradigm Select Fund (PFSLX) and compare them to a chosen benchmark (S&P 500 Index).

Paradigm Select Fund provided a 0.13% dividend yield over the last twelve months, with an annual payout of $0.13 per share.

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.

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.

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 93.50%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Paradigm Select Fund drawdown is 89.74%.

The chart below shows the rolling one-month volatility.