PRINX Mutual Fund

PRINX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
-0.32%
3 Months
-1.09%
6 Months
-1.29%
YTD
+0.90%
1 Year
+5.74%
3 Years (annualized)
+3.68%
5 Years (annualized)
+0.34%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRINX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+0.15%
vs Peers
+0.75%

PRINX Mutual Fund Performance

PRINX performance across multiple time periods: 1-month -0.32%, YTD 0.90%, 1-year 5.74%, 3-year 3.68%, 5-year 0.34%, 10-year 2.06%.

PRINX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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