PREZX Mutual Fund

PREZX Mutual Fund

NAV$27.68
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Returns Overview

1 Month
-0.80%
3 Months
+1.34%
6 Months
+2.52%
YTD
+2.29%
1 Year
+6.62%
3 Years (annualized)
+8.57%
5 Years (annualized)
+4.99%
10 Years (annualized)
+5.81%

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
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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)
+2.29%
Peer Avg (YTD)
+6.99%
vs Peers
-4.70%

PREZX Mutual Fund Performance

PREZX performance across multiple time periods: 1-month -0.80%, YTD 2.29%, 1-year 6.62%, 3-year 8.57%, 5-year 4.99%, 10-year 5.81%.

PREZX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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