PRINX Mutual Fund

NAV$11.16

Returns Overview

1 Month
+0.80%
3 Months
+2.72%
6 Months
+2.83%
YTD
+2.83%
1 Year
+7.51%
3 Years (annualized)
+4.00%
5 Years (annualized)
+0.79%
10 Years (annualized)
+2.26%

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
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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.83%
Peer Avg (YTD)
+1.79%
vs Peers
+1.04%

PRINX Mutual Fund Performance

PRINX performance across multiple time periods: 1-month 0.80%, YTD 2.83%, 1-year 7.51%, 3-year 4.00%, 5-year 0.79%, 10-year 2.26%.

PRINX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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