PREQX Mutual Fund

NAV$6.93

Returns Overview

1 Month
+1.95%
3 Months
+10.42%
6 Months
+8.83%
YTD
+8.83%
1 Year
+9.22%
3 Years (annualized)
+5.75%
5 Years (annualized)
-0.58%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+11.24%
vs Peers
-2.42%

PREQX Mutual Fund Performance

PREQX performance across multiple time periods: 1-month 1.95%, YTD 8.83%, 1-year 9.22%, 3-year 5.75%, 5-year -0.58%, 10-year 2.33%.

PREQX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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