PRERX Mutual Fund

PRERX Mutual Fund

NAV$30.78
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Returns Overview

1 Month
+3.90%
3 Months
-3.73%
6 Months
-0.55%
YTD
+11.51%
1 Year
+10.89%
3 Years (annualized)
+12.10%
5 Years (annualized)
+0.95%
10 Years (annualized)
+6.07%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+7.23%
vs Peers
+4.29%

PRERX Mutual Fund Performance

PRERX performance across multiple time periods: 1-month 3.90%, YTD 11.51%, 1-year 10.89%, 3-year 12.10%, 5-year 0.95%, 10-year 6.07%.

PRERX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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