PRRVX Mutual Fund

NAV$16.75

Returns Overview

1 Month
+0.43%
3 Months
+12.53%
6 Months
+7.04%
YTD
+6.48%
1 Year
+14.52%
3 Years (annualized)
+14.46%
5 Years (annualized)
+8.04%
10 Years (annualized)
+10.01%

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
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 Index
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+7.64%
vs Peers
-1.16%

PRRVX Mutual Fund Performance

PRRVX performance across multiple time periods: 1-month 0.43%, YTD 6.48%, 1-year 14.52%, 3-year 14.46%, 5-year 8.04%, 10-year 10.01%.

PRRVX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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