PRTWX Mutual Fund

PRTWX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
+2.28%
3 Months
+3.66%
6 Months
+4.16%
YTD
+4.16%
1 Year
+7.86%
3 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTWX 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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+6.80%
vs Peers
-2.64%

PRTWX Mutual Fund Performance

PRTWX performance across multiple time periods: 1-month 2.28%, YTD 4.16%, 1-year 7.86%, 3-year 7.80%.

PRTWX returns trail the peer average of 6.80% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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