PREQX Mutual Fund

PREQX Mutual Fund

NAV$6.85
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Returns Overview

1 Month
+2.95%
3 Months
+5.12%
6 Months
+9.75%
YTD
+12.04%
1 Year
+15.33%
3 Years (annualized)
+5.69%
5 Years (annualized)
-0.77%
10 Years (annualized)
+2.08%

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)
+12.04%
Peer Avg (YTD)
+12.53%
vs Peers
-0.49%

PREQX Mutual Fund Performance

PREQX performance across multiple time periods: 1-month 2.95%, YTD 12.04%, 1-year 15.33%, 3-year 5.69%, 5-year -0.77%, 10-year 2.08%.

PREQX returns trail the peer average of 12.53% 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.