PREUX Mutual Fund

PREUX Mutual Fund

NAV$25.39
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Returns Overview

1 Month
-0.88%
3 Months
+3.17%
6 Months
+6.09%
YTD
+5.64%
1 Year
+12.60%
3 Years (annualized)
+13.63%
5 Years (annualized)
+8.08%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREUX 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
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📉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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+6.99%
vs Peers
-1.35%

PREUX Mutual Fund Performance

PREUX performance across multiple time periods: 1-month -0.88%, YTD 5.64%, 1-year 12.60%, 3-year 13.63%, 5-year 8.08%, 10-year 9.88%.

PREUX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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