PRTLX Mutual Fund

PRTLX Mutual Fund

NAV$15.62
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Returns Overview

1 Month
-1.05%
3 Months
+0.06%
6 Months
+3.42%
YTD
+5.88%
1 Year
+7.01%
3 Years (annualized)
+17.17%
5 Years (annualized)
+7.91%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTLX 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)
+5.88%
Peer Avg (YTD)
+6.70%
vs Peers
-0.82%

PRTLX Mutual Fund Performance

PRTLX performance across multiple time periods: 1-month -1.05%, YTD 5.88%, 1-year 7.01%, 3-year 17.17%, 5-year 7.91%, 10-year 10.30%.

PRTLX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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