PRTFX Mutual Fund

PRTFX Mutual Fund

NAV$16.58
See how much of PRTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.91%
3 Months
+3.43%
6 Months
+6.47%
YTD
+5.92%
1 Year
+13.15%
3 Years (annualized)
+14.21%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.24%

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)
+5.92%
Peer Avg (YTD)
+6.99%
vs Peers
-1.08%

PRTFX Mutual Fund Performance

PRTFX performance across multiple time periods: 1-month -0.91%, YTD 5.92%, 1-year 13.15%, 3-year 14.21%, 5-year 8.47%, 10-year 10.24%.

PRTFX returns trail the peer average of 6.99% 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.