PRNIX Mutual Fund

PRNIX Mutual Fund

NAV$32.79
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Returns Overview

1 Month
+1.26%
3 Months
+4.80%
6 Months
+11.50%
YTD
+18.07%
1 Year
+17.93%
3 Years (annualized)
+10.83%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRNIX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.07%
Peer Avg (YTD)
+9.89%
vs Peers
+8.18%

PRNIX Mutual Fund Performance

PRNIX performance across multiple time periods: 1-month 1.26%, YTD 18.07%, 1-year 17.93%, 3-year 10.83%, 5-year 6.80%, 10-year 9.69%.

PRNIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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