PRETX Mutual Fund

NAV$28.55

Returns Overview

1 Month
+1.54%
3 Months
+0.68%
6 Months
+15.52%
YTD
+10.04%
1 Year
+20.75%
3 Years (annualized)
+0.25%
5 Years (annualized)
+4.26%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRETX 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)
+10.04%
Peer Avg (YTD)
+12.41%
vs Peers
-2.36%

PRETX Mutual Fund Performance

PRETX performance across multiple time periods: 1-month 1.54%, YTD 10.04%, 1-year 20.75%, 3-year 0.25%, 5-year 4.26%, 10-year 6.58%.

PRETX returns trail the peer average of 12.41% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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