PRTFX Mutual Fund

PRTFX Mutual Fund

NAV$16.77
See how much of PRTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.39%
3 Months
+1.96%
6 Months
+8.95%
YTD
+8.45%
1 Year
+14.62%
3 Years (annualized)
+15.72%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+8.76%
vs Peers
-0.31%

PRTFX Mutual Fund Performance

PRTFX performance across multiple time periods: 1-month 2.39%, YTD 8.45%, 1-year 14.62%, 3-year 15.72%, 5-year 8.44%, 10-year 10.50%.

PRTFX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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