PRIUX Mutual Fund

PRIUX Mutual Fund

NAV$23.70
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Returns Overview

1 Month
-1.08%
3 Months
+5.42%
6 Months
+5.28%
YTD
+9.87%
1 Year
+17.34%
3 Years (annualized)
+11.01%
5 Years (annualized)
+5.10%
10 Years (annualized)
+8.06%

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
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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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+6.23%
vs Peers
+3.64%

PRIUX Mutual Fund Performance

PRIUX performance across multiple time periods: 1-month -1.08%, YTD 9.87%, 1-year 17.34%, 3-year 11.01%, 5-year 5.10%, 10-year 8.06%.

PRIUX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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