PREVX Mutual Fund

PREVX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
+2.32%
3 Months
+1.87%
6 Months
+8.71%
YTD
+8.35%
1 Year
+14.61%
3 Years (annualized)
+15.64%
5 Years (annualized)
+7.34%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREVX 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)
+8.35%
Peer Avg (YTD)
+8.76%
vs Peers
-0.41%

PREVX Mutual Fund Performance

PREVX performance across multiple time periods: 1-month 2.32%, YTD 8.35%, 1-year 14.61%, 3-year 15.64%, 5-year 7.34%, 10-year 10.29%.

PREVX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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