PRELX Mutual Fund

NAV$5.05

Returns Overview

1 Month
-0.20%
3 Months
+3.36%
6 Months
+0.85%
YTD
+0.85%
1 Year
+6.58%
3 Years (annualized)
+6.25%
5 Years (annualized)
+1.97%
10 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRELX 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
JPMorgan GBI EM Global Diversified Index(^JPGBIEMGDI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+3.07%
vs Peers
-2.22%

PRELX Mutual Fund Performance

PRELX performance across multiple time periods: 1-month -0.20%, YTD 0.85%, 1-year 6.58%, 3-year 6.25%, 5-year 1.97%, 10-year 3.08%.

PRELX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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