PRTPX Mutual Fund

PRTPX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+0.76%
3 Months
-3.61%
6 Months
-6.36%
YTD
-2.94%
1 Year
-1.20%
3 Years (annualized)
-0.29%
5 Years (annualized)
-7.31%
10 Years (annualized)
-0.20%

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
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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 Barclays US Treasury Inflation Note 1-10 Year Total Return USD(^BBUTRSIN10YTR)
This Mutual Fund (YTD)
-2.94%
Peer Avg (YTD)
+2.15%
vs Peers
-5.09%

PRTPX Mutual Fund Performance

PRTPX performance across multiple time periods: 1-month 0.76%, YTD -2.94%, 1-year -1.20%, 3-year -0.29%, 5-year -7.31%, 10-year -0.20%.

PRTPX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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