PREKX Mutual Fund

PREKX Mutual Fund

NAV$33.39
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Returns Overview

1 Month
-0.67%
3 Months
+0.21%
6 Months
+3.23%
YTD
+5.56%
1 Year
+6.60%
3 Years (annualized)
+15.91%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.48%

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)
+5.56%
Peer Avg (YTD)
+6.70%
vs Peers
-1.14%

PREKX Mutual Fund Performance

PREKX performance across multiple time periods: 1-month -0.67%, YTD 5.56%, 1-year 6.60%, 3-year 15.91%, 5-year 7.41%, 10-year 9.48%.

PREKX returns trail the peer average of 6.70% 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.