PRFIX Mutual Fund

NAV$14.64

Returns Overview

1 Month
-0.54%
3 Months
+1.80%
6 Months
-0.73%
YTD
+1.80%
1 Year
+4.19%
3 Years (annualized)
+0.46%
5 Years (annualized)
-0.63%
10 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+34.83%
vs Peers
-33.04%

PRFIX Mutual Fund Performance

PRFIX performance across multiple time periods: 1-month -0.54%, YTD 1.80%, 1-year 4.19%, 3-year 0.46%, 5-year -0.63%, 10-year 1.29%.

PRFIX returns trail the peer average of 34.83% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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