PREOX Mutual Fund

PREOX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
+0.38%
3 Months
-3.23%
6 Months
-3.11%
YTD
+0.82%
1 Year
+17.06%
3 Years (annualized)
-7.40%
5 Years (annualized)
+6.47%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREOX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+10.05%
vs Peers
-9.22%

PREOX Mutual Fund Performance

PREOX performance across multiple time periods: 1-month 0.38%, YTD 0.82%, 1-year 17.06%, 3-year -7.40%, 5-year 6.47%, 10-year 4.46%.

PREOX returns trail the peer average of 10.05% YTD. With an expense ratio of 3.04%, investors should weigh costs against performance when evaluating this mutual fund.

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