PRTFX Mutual Fund

NAV$16.79

Returns Overview

1 Month
+0.49%
3 Months
+13.15%
6 Months
+7.52%
YTD
+6.89%
1 Year
+17.78%
3 Years (annualized)
+16.19%
5 Years (annualized)
+9.28%
10 Years (annualized)
+10.97%

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

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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)
+6.89%
Peer Avg (YTD)
+7.64%
vs Peers
-0.75%

PRTFX Mutual Fund Performance

PRTFX performance across multiple time periods: 1-month 0.49%, YTD 6.89%, 1-year 17.78%, 3-year 16.19%, 5-year 9.28%, 10-year 10.97%.

PRTFX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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