PREWX Mutual Fund

PREWX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
+0.41%
3 Months
-0.17%
6 Months
+1.05%
YTD
+2.01%
1 Year
+2.69%
3 Years (annualized)
+9.39%
5 Years (annualized)
+3.35%
10 Years (annualized)
+2.64%

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)
+2.01%
Peer Avg (YTD)
+6.70%
vs Peers
-4.68%

PREWX Mutual Fund Performance

PREWX performance across multiple time periods: 1-month 0.41%, YTD 2.01%, 1-year 2.69%, 3-year 9.39%, 5-year 3.35%, 10-year 2.64%.

PREWX returns trail the peer average of 6.70% 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.