PREAX Mutual Fund

PREAX Mutual Fund

NAV$6.59
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Returns Overview

1 Month
-3.41%
3 Months
+1.29%
6 Months
+0.43%
YTD
+8.09%
1 Year
+6.91%
3 Years (annualized)
+5.37%
5 Years (annualized)
-1.79%
10 Years (annualized)
+1.19%

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
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📉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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+9.10%
vs Peers
-1.01%

PREAX Mutual Fund Performance

PREAX performance across multiple time periods: 1-month -3.41%, YTD 8.09%, 1-year 6.91%, 3-year 5.37%, 5-year -1.79%, 10-year 1.19%.

PREAX returns trail the peer average of 9.10% 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.