PREGX Mutual Fund

PREGX Mutual Fund

NAV$32.45
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Returns Overview

1 Month
-0.84%
3 Months
+2.18%
6 Months
+3.95%
YTD
+3.41%
1 Year
+8.54%
3 Years (annualized)
+10.51%
5 Years (annualized)
+5.26%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREGX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+6.99%
vs Peers
-3.58%

PREGX Mutual Fund Performance

PREGX performance across multiple time periods: 1-month -0.84%, YTD 3.41%, 1-year 8.54%, 3-year 10.51%, 5-year 5.26%, 10-year 7.28%.

PREGX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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