PRIUX Mutual Fund

NAV$23.31

Returns Overview

1 Month
+1.84%
3 Months
+14.46%
6 Months
+11.06%
YTD
+9.54%
1 Year
+23.65%
3 Years (annualized)
+15.37%
5 Years (annualized)
+6.47%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRIUX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+8.97%
vs Peers
+0.57%

PRIUX Mutual Fund Performance

PRIUX performance across multiple time periods: 1-month 1.84%, YTD 9.54%, 1-year 23.65%, 3-year 15.37%, 5-year 6.47%, 10-year 9.38%.

PRIUX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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