PRTPX Mutual Fund

NAV$10.67

Returns Overview

1 Month
-0.38%
3 Months
+2.08%
6 Months
+0.05%
YTD
+0.31%
1 Year
+2.24%
3 Years (annualized)
-0.99%
5 Years (annualized)
-5.93%
10 Years (annualized)
+0.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTPX 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 Barclays US Treasury Inflation Note 1-10 Year Total Return USD(^BBUTRSIN10YTR)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+3.23%
vs Peers
-2.92%

PRTPX Mutual Fund Performance

PRTPX performance across multiple time periods: 1-month -0.38%, YTD 0.31%, 1-year 2.24%, 3-year -0.99%, 5-year -5.93%, 10-year 0.42%.

PRTPX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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