PRESX Mutual Fund

NAV$27.82

Returns Overview

1 Month
+0.61%
3 Months
+10.77%
6 Months
+5.82%
YTD
+4.94%
1 Year
+8.70%
3 Years (annualized)
+9.97%
5 Years (annualized)
+4.25%
10 Years (annualized)
+7.73%

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
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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+8.97%
vs Peers
-4.03%

PRESX Mutual Fund Performance

PRESX performance across multiple time periods: 1-month 0.61%, YTD 4.94%, 1-year 8.70%, 3-year 9.97%, 5-year 4.25%, 10-year 7.73%.

PRESX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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