PRFRX Mutual Fund

PRFRX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
+0.87%
3 Months
+1.33%
6 Months
+3.78%
YTD
+2.73%
1 Year
+4.88%
3 Years (annualized)
+6.84%
5 Years (annualized)
+5.71%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRFRX 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
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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
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+2.15%
vs Peers
+0.57%

PRFRX Mutual Fund Performance

PRFRX performance across multiple time periods: 1-month 0.87%, YTD 2.73%, 1-year 4.88%, 3-year 6.84%, 5-year 5.71%, 10-year 5.01%.

PRFRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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