PRESX Mutual Fund

PRESX Mutual Fund

NAV$26.26
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Returns Overview

1 Month
+1.85%
3 Months
+4.59%
6 Months
+4.27%
YTD
+9.10%
1 Year
+14.14%
3 Years (annualized)
+12.30%
5 Years (annualized)
+4.06%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRESX 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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+8.51%
vs Peers
+0.59%

PRESX Mutual Fund Performance

PRESX performance across multiple time periods: 1-month 1.85%, YTD 9.10%, 1-year 14.14%, 3-year 12.30%, 5-year 4.06%, 10-year 7.74%.

PRESX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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