PRRVX Mutual Fund

PRRVX Mutual Fund

NAV$15.85
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Returns Overview

1 Month
-1.20%
3 Months
+0.06%
6 Months
+12.60%
YTD
+6.55%
1 Year
+9.45%
3 Years (annualized)
+16.08%
5 Years (annualized)
+8.34%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRRVX 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
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📉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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+6.55%
Peer Avg (YTD)
+7.10%
vs Peers
-0.56%

PRRVX Mutual Fund Performance

PRRVX performance across multiple time periods: 1-month -1.20%, YTD 6.55%, 1-year 9.45%, 3-year 16.08%, 5-year 8.34%, 10-year 9.54%.

PRRVX returns trail the peer average of 7.10% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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