PREHX Mutual Fund

PREHX Mutual Fund

NAV$32.96
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Returns Overview

1 Month
-0.33%
3 Months
+0.30%
6 Months
+2.97%
YTD
+4.77%
1 Year
+5.67%
3 Years (annualized)
+14.63%
5 Years (annualized)
+6.92%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREHX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+6.70%
vs Peers
-1.93%

PREHX Mutual Fund Performance

PREHX performance across multiple time periods: 1-month -0.33%, YTD 4.77%, 1-year 5.67%, 3-year 14.63%, 5-year 6.92%, 10-year 8.59%.

PREHX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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