PRFBX Mutual Fund

NAV$46.10

Returns Overview

1 Month
+1.71%
3 Months
+6.05%
6 Months
+10.91%
YTD
+20.02%
1 Year
+28.67%
3 Years (annualized)
+8.99%
5 Years (annualized)
+15.41%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRFBX 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.02%
Peer Avg (YTD)
+16.68%
vs Peers
+3.34%

PRFBX Mutual Fund Performance

PRFBX performance across multiple time periods: 1-month 1.71%, YTD 20.02%, 1-year 28.67%, 3-year 8.99%, 5-year 15.41%, 10-year 11.90%.

PRFBX returns outperform the peer average of 16.68% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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