PREPX Mutual Fund

PREPX Mutual Fund

NAV$29.77
See how much of PREPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.28%
3 Months
+3.39%
6 Months
+13.79%
YTD
+16.06%
1 Year
+16.34%
3 Years (annualized)
+9.09%
5 Years (annualized)
+2.85%
10 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.06%
Peer Avg (YTD)
+12.53%
vs Peers
+3.53%

PREPX Mutual Fund Performance

PREPX performance across multiple time periods: 1-month 2.28%, YTD 16.06%, 1-year 16.34%, 3-year 9.09%, 5-year 2.85%, 10-year 5.78%.

PREPX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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