PRTRX Mutual Fund

PRTRX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-1.33%
3 Months
-0.12%
6 Months
+3.22%
YTD
+5.55%
1 Year
+6.48%
3 Years (annualized)
+16.93%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.00%

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)
+5.55%
Peer Avg (YTD)
+6.70%
vs Peers
-1.15%

PRTRX Mutual Fund Performance

PRTRX performance across multiple time periods: 1-month -1.33%, YTD 5.55%, 1-year 6.48%, 3-year 16.93%, 5-year 7.54%, 10-year 10.00%.

PRTRX returns trail the peer average of 6.70% 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.