PREHX Mutual Fund

PREHX Mutual Fund

NAV$34.32
See how much of PREHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.86%
3 Months
+2.67%
6 Months
+4.98%
YTD
+4.46%
1 Year
+10.43%
3 Years (annualized)
+11.94%
5 Years (annualized)
+6.16%
10 Years (annualized)
+8.45%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.46%
Peer Avg (YTD)
+6.99%
vs Peers
-2.53%

PREHX Mutual Fund Performance

PREHX performance across multiple time periods: 1-month -0.86%, YTD 4.46%, 1-year 10.43%, 3-year 11.94%, 5-year 6.16%, 10-year 8.45%.

PREHX returns trail the peer average of 6.99% 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.