PRULX Mutual Fund

NAV$6.80

Returns Overview

1 Month
+0.71%
3 Months
+0.53%
6 Months
-0.06%
YTD
+0.64%
1 Year
+1.98%
3 Years (annualized)
-1.12%
5 Years (annualized)
-6.39%
10 Years (annualized)
-0.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRULX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Long US Treasury Index
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+3.23%
vs Peers
-2.59%

PRULX Mutual Fund Performance

PRULX performance across multiple time periods: 1-month 0.71%, YTD 0.64%, 1-year 1.98%, 3-year -1.12%, 5-year -6.39%, 10-year -0.22%.

PRULX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

PRULX performance comparison shows side-by-side returns with another fund. PRULX alternatives are available in the Mutual Fund Screener.