PRTIX Mutual Fund

PRTIX Mutual Fund

NAV$4.98
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Returns Overview

1 Month
-0.86%
3 Months
-0.83%
6 Months
-0.92%
YTD
-1.00%
1 Year
+1.40%
3 Years (annualized)
+2.97%
5 Years (annualized)
-1.36%
10 Years (annualized)
+0.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTIX 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 4-10 Year Treasury Bond Index
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+0.12%
vs Peers
-1.12%

PRTIX Mutual Fund Performance

PRTIX performance across multiple time periods: 1-month -0.86%, YTD -1.00%, 1-year 1.40%, 3-year 2.97%, 5-year -1.36%, 10-year 0.52%.

PRTIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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