PREZX Mutual Fund

NAV$27.68

Returns Overview

1 Month
+0.44%
3 Months
+5.45%
6 Months
+3.23%
YTD
+3.11%
1 Year
+7.90%
3 Years (annualized)
+9.21%
5 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREZX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+7.64%
vs Peers
-4.53%

PREZX Mutual Fund Performance

PREZX performance across multiple time periods: 1-month 0.44%, YTD 3.11%, 1-year 7.90%, 3-year 9.21%, 5-year 5.23%.

PREZX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

PREZX performance comparison shows side-by-side returns with another fund. PREZX alternatives are available in the Mutual Fund Screener.