PRISX Mutual Fund

PRISX Mutual Fund

NAV$48.05
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Returns Overview

1 Month
+1.11%
3 Months
+12.90%
6 Months
+15.88%
YTD
+9.27%
1 Year
+14.30%
3 Years (annualized)
+25.17%
5 Years (annualized)
+12.82%
10 Years (annualized)
+15.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRISX 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
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📉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
MSCI US IMI Financials 5% Capped Linked Index
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+11.10%
vs Peers
-1.83%

PRISX Mutual Fund Performance

PRISX performance across multiple time periods: 1-month 1.11%, YTD 9.27%, 1-year 14.30%, 3-year 25.17%, 5-year 12.82%, 10-year 15.10%.

PRISX returns trail the peer average of 11.10% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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