PRREX Mutual Fund

PRREX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
+0.23%
3 Months
+0.54%
6 Months
+0.55%
YTD
+1.39%
1 Year
+2.99%
3 Years (annualized)
+5.24%
5 Years (annualized)
+2.64%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRREX 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
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Index(^IBML3YUC)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+2.15%
vs Peers
-0.77%

PRREX Mutual Fund Performance

PRREX performance across multiple time periods: 1-month 0.23%, YTD 1.39%, 1-year 2.99%, 3-year 5.24%, 5-year 2.64%, 10-year 2.89%.

PRREX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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