PRICX Mutual Fund

PRICX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
+0.21%
3 Months
-1.19%
6 Months
-3.32%
YTD
-1.35%
1 Year
+0.10%
3 Years (annualized)
+4.43%
5 Years (annualized)
+3.44%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRICX 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
Bloomberg Barclays US Government Bond Index(^BBUGB)
This Mutual Fund (YTD)
-1.35%
Peer Avg (YTD)
+2.15%
vs Peers
-3.51%

PRICX Mutual Fund Performance

PRICX performance across multiple time periods: 1-month 0.21%, YTD -1.35%, 1-year 0.10%, 3-year 4.43%, 5-year 3.44%, 10-year 2.30%.

PRICX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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