PRISX Mutual Fund

PRISX Mutual Fund

NAV$51.43
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Returns Overview

1 Month
+4.62%
3 Months
-2.43%
6 Months
+7.99%
YTD
+5.45%
1 Year
+14.15%
3 Years (annualized)
+25.30%
5 Years (annualized)
+10.81%
10 Years (annualized)
+14.71%

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)
+5.45%
Peer Avg (YTD)
+9.56%
vs Peers
-4.11%

PRISX Mutual Fund Performance

PRISX performance across multiple time periods: 1-month 4.62%, YTD 5.45%, 1-year 14.15%, 3-year 25.30%, 5-year 10.81%, 10-year 14.71%.

PRISX returns trail the peer average of 9.56% 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.