PRTFX Mutual Fund

PRTFX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
-1.27%
6 Months
+3.43%
YTD
+5.92%
1 Year
+6.96%
3 Years (annualized)
+17.41%
5 Years (annualized)
+7.98%
10 Years (annualized)
+10.37%

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
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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)
+5.92%
Peer Avg (YTD)
+6.70%
vs Peers
-0.78%

PRTFX Mutual Fund Performance

PRTFX performance across multiple time periods: 1-month -1.27%, YTD 5.92%, 1-year 6.96%, 3-year 17.41%, 5-year 7.98%, 10-year 10.37%.

PRTFX returns trail the peer average of 6.70% 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.