PRTBX Mutual Fund

PRTBX Mutual Fund

NAV$66.33
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Returns Overview

1 Month
+0.20%
3 Months
+0.53%
6 Months
+0.80%
YTD
+1.28%
1 Year
+2.55%
3 Years (annualized)
+3.80%
5 Years (annualized)
+2.12%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTBX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+2.15%
vs Peers
-0.87%

PRTBX Mutual Fund Performance

PRTBX performance across multiple time periods: 1-month 0.20%, YTD 1.28%, 1-year 2.55%, 3-year 3.80%, 5-year 2.12%, 10-year 1.32%.

PRTBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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