PRERX Mutual Fund

NAV$30.69

Returns Overview

1 Month
+1.23%
3 Months
+9.97%
6 Months
+13.46%
YTD
+13.29%
1 Year
+11.57%
3 Years (annualized)
+8.78%
5 Years (annualized)
+2.94%
10 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRERX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+11.24%
vs Peers
+2.04%

PRERX Mutual Fund Performance

PRERX performance across multiple time periods: 1-month 1.23%, YTD 13.29%, 1-year 11.57%, 3-year 8.78%, 5-year 2.94%, 10-year 5.48%.

PRERX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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