PREAX Mutual Fund

NAV$7.28

Returns Overview

1 Month
+2.00%
3 Months
+10.54%
6 Months
+8.69%
YTD
+8.86%
1 Year
+9.11%
3 Years (annualized)
+5.50%
5 Years (annualized)
-0.79%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+11.24%
vs Peers
-2.39%

PREAX Mutual Fund Performance

PREAX performance across multiple time periods: 1-month 2.00%, YTD 8.86%, 1-year 9.11%, 3-year 5.50%, 5-year -0.79%, 10-year 1.75%.

PREAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

PREAX performance comparison shows side-by-side returns with another fund. PREAX alternatives are available in the Mutual Fund Screener.