PREIX Mutual Fund

NAV$201.41

Returns Overview

1 Month
-1.20%
3 Months
+14.88%
6 Months
+9.83%
YTD
+9.60%
1 Year
+23.43%
3 Years (annualized)
+20.80%
5 Years (annualized)
+13.43%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+8.97%
vs Peers
+0.63%

PREIX Mutual Fund Performance

PREIX performance across multiple time periods: 1-month -1.20%, YTD 9.60%, 1-year 23.43%, 3-year 20.80%, 5-year 13.43%, 10-year 15.35%.

PREIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

PREIX performance comparison shows side-by-side returns with another fund. PREIX alternatives are available in the Mutual Fund Screener.