PRINX Mutual Fund

PRINX Mutual Fund

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Returns Overview

1 Month
-1.86%
3 Months
-0.19%
6 Months
+0.55%
YTD
+1.22%
1 Year
+6.57%
3 Years (annualized)
+3.59%
5 Years (annualized)
+0.48%
10 Years (annualized)
+1.98%

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
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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)
+1.22%
Peer Avg (YTD)
+0.23%
vs Peers
+0.99%

PRINX Mutual Fund Performance

PRINX performance across multiple time periods: 1-month -1.86%, YTD 1.22%, 1-year 6.57%, 3-year 3.59%, 5-year 0.48%, 10-year 1.98%.

PRINX returns outperform the peer average of 0.23% 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.