PREAX Mutual Fund

PREAX Mutual Fund

NAV$6.84
See how much of PREAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.81%
3 Months
+5.01%
6 Months
+9.57%
YTD
+11.91%
1 Year
+15.09%
3 Years (annualized)
+5.45%
5 Years (annualized)
-1.01%
10 Years (annualized)
+1.83%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+12.53%
vs Peers
-0.62%

PREAX Mutual Fund Performance

PREAX performance across multiple time periods: 1-month 2.81%, YTD 11.91%, 1-year 15.09%, 3-year 5.45%, 5-year -1.01%, 10-year 1.83%.

PREAX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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