PREFX Mutual Fund

PREFX Mutual Fund

NAV$95.33
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Returns Overview

1 Month
+3.07%
3 Months
-1.21%
6 Months
+11.61%
YTD
+7.06%
1 Year
+11.97%
3 Years (annualized)
+20.76%
5 Years (annualized)
+9.65%
10 Years (annualized)
+16.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREFX 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 Growth Index(^RAG)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+8.51%
vs Peers
-1.45%

PREFX Mutual Fund Performance

PREFX performance across multiple time periods: 1-month 3.07%, YTD 7.06%, 1-year 11.97%, 3-year 20.76%, 5-year 9.65%, 10-year 16.19%.

PREFX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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