PREUX Mutual Fund

PREUX Mutual Fund

NAV$24.18
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Returns Overview

1 Month
-0.88%
3 Months
+0.16%
6 Months
+3.34%
YTD
+5.81%
1 Year
+6.90%
3 Years (annualized)
+16.66%
5 Years (annualized)
+7.68%
10 Years (annualized)
+10.02%

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)
+5.81%
Peer Avg (YTD)
+6.70%
vs Peers
-0.89%

PREUX Mutual Fund Performance

PREUX performance across multiple time periods: 1-month -0.88%, YTD 5.81%, 1-year 6.90%, 3-year 16.66%, 5-year 7.68%, 10-year 10.02%.

PREUX returns trail the peer average of 6.70% 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.