PREWX Mutual Fund

PREWX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+1.17%
3 Months
+0.66%
6 Months
+3.02%
YTD
+3.38%
1 Year
+6.48%
3 Years (annualized)
+8.31%
5 Years (annualized)
+3.28%
10 Years (annualized)
+3.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREWX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+8.76%
vs Peers
-5.38%

PREWX Mutual Fund Performance

PREWX performance across multiple time periods: 1-month 1.17%, YTD 3.38%, 1-year 6.48%, 3-year 8.31%, 5-year 3.28%, 10-year 3.82%.

PREWX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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