PRRTX Mutual Fund

NAV$27.46

Returns Overview

1 Month
+0.44%
3 Months
+5.43%
6 Months
+3.20%
YTD
+3.05%
1 Year
+7.80%
3 Years (annualized)
+9.11%
5 Years (annualized)
+5.13%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRRTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+7.64%
vs Peers
-4.59%

PRRTX Mutual Fund Performance

PRRTX performance across multiple time periods: 1-month 0.44%, YTD 3.05%, 1-year 7.80%, 3-year 9.11%, 5-year 5.13%, 10-year 6.07%.

PRRTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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