PRRSX Mutual Fund

NAV$31.48

Returns Overview

1 Month
+2.45%
3 Months
+12.14%
6 Months
+16.71%
YTD
+16.41%
1 Year
+21.39%
3 Years (annualized)
+11.98%
5 Years (annualized)
+4.66%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRRSX 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
Dow Jones US Select REIT Total Return Index(DWRTFT)
This Mutual Fund (YTD)
+16.41%
Peer Avg (YTD)
+11.24%
vs Peers
+5.16%

PRRSX Mutual Fund Performance

PRRSX performance across multiple time periods: 1-month 2.45%, YTD 16.41%, 1-year 21.39%, 3-year 11.98%, 5-year 4.66%, 10-year 6.38%.

PRRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 5.49%, investors should weigh costs against performance when evaluating this mutual fund.

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