PRTIX Mutual Fund

NAV$4.98

Returns Overview

1 Month
-0.20%
3 Months
-0.36%
6 Months
-0.64%
YTD
-0.45%
1 Year
+1.48%
3 Years (annualized)
+3.05%
5 Years (annualized)
-1.01%
10 Years (annualized)
+0.59%

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
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 4-10 Year Treasury Bond Index
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
+3.23%
vs Peers
-3.67%

PRTIX Mutual Fund Performance

PRTIX performance across multiple time periods: 1-month -0.20%, YTD -0.45%, 1-year 1.48%, 3-year 3.05%, 5-year -1.01%, 10-year 0.59%.

PRTIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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