PREGX Mutual Fund

PREGX Mutual Fund

NAV$31.47
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Returns Overview

1 Month
+0.16%
3 Months
+0.38%
6 Months
+2.57%
YTD
+3.80%
1 Year
+4.54%
3 Years (annualized)
+12.97%
5 Years (annualized)
+6.19%
10 Years (annualized)
+7.41%

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
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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+6.70%
vs Peers
-2.90%

PREGX Mutual Fund Performance

PREGX performance across multiple time periods: 1-month 0.16%, YTD 3.80%, 1-year 4.54%, 3-year 12.97%, 5-year 6.19%, 10-year 7.41%.

PREGX returns trail the peer average of 6.70% 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.