PRTYX Mutual Fund

PRTYX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
+2.44%
3 Months
+2.00%
6 Months
+9.10%
YTD
+8.67%
1 Year
+14.93%
3 Years (annualized)
+16.83%
5 Years (annualized)
+9.16%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTYX 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)
+8.67%
Peer Avg (YTD)
+8.76%
vs Peers
-0.08%

PRTYX Mutual Fund Performance

PRTYX performance across multiple time periods: 1-month 2.44%, YTD 8.67%, 1-year 14.93%, 3-year 16.83%, 5-year 9.16%, 10-year 10.97%.

PRTYX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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