PREQX Mutual Fund

PREQX Mutual Fund

NAV$6.78
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Returns Overview

1 Month
+3.14%
3 Months
-6.02%
6 Months
-1.20%
YTD
+5.30%
1 Year
+6.01%
3 Years (annualized)
+9.00%
5 Years (annualized)
-2.00%
10 Years (annualized)
+2.22%

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
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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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+7.23%
vs Peers
-1.93%

PREQX Mutual Fund Performance

PREQX performance across multiple time periods: 1-month 3.14%, YTD 5.30%, 1-year 6.01%, 3-year 9.00%, 5-year -2.00%, 10-year 2.22%.

PREQX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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