PRTRX Mutual Fund

PRTRX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
-0.97%
3 Months
+3.34%
6 Months
+6.23%
YTD
+5.68%
1 Year
+12.65%
3 Years (annualized)
+13.77%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTRX 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)
+5.68%
Peer Avg (YTD)
+6.99%
vs Peers
-1.32%

PRTRX Mutual Fund Performance

PRTRX performance across multiple time periods: 1-month -0.97%, YTD 5.68%, 1-year 12.65%, 3-year 13.77%, 5-year 8.04%, 10-year 9.87%.

PRTRX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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