PRILX Mutual Fund

NAV$63.20

Returns Overview

1 Month
+3.27%
3 Months
+16.88%
6 Months
+9.71%
YTD
+9.81%
1 Year
+31.81%
3 Years (annualized)
+24.15%
5 Years (annualized)
+12.87%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRILX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+9.51%
vs Peers
+0.30%

PRILX Mutual Fund Performance

PRILX performance across multiple time periods: 1-month 3.27%, YTD 9.81%, 1-year 31.81%, 3-year 24.15%, 5-year 12.87%, 10-year 15.41%.

PRILX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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