PREKX Mutual Fund

PREKX Mutual Fund

NAV$34.99
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Returns Overview

1 Month
-0.87%
3 Months
+3.02%
6 Months
+5.77%
YTD
+5.35%
1 Year
+12.01%
3 Years (annualized)
+13.06%
5 Years (annualized)
+7.75%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREKX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+6.99%
vs Peers
-1.64%

PREKX Mutual Fund Performance

PREKX performance across multiple time periods: 1-month -0.87%, YTD 5.35%, 1-year 12.01%, 3-year 13.06%, 5-year 7.75%, 10-year 9.35%.

PREKX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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