PRCEX Mutual Fund

PRCEX Mutual Fund

NAV$29.29
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Returns Overview

1 Month
-5.49%
3 Months
-5.40%
6 Months
+3.90%
YTD
+6.85%
1 Year
+4.09%
3 Years (annualized)
+8.41%
5 Years (annualized)
+0.87%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRCEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+4.73%
vs Peers
+2.11%

PRCEX Mutual Fund Performance

PRCEX performance across multiple time periods: 1-month -5.49%, YTD 6.85%, 1-year 4.09%, 3-year 8.41%, 5-year 0.87%, 10-year 4.78%.

PRCEX returns outperform the peer average of 4.73% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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