PRULX Mutual Fund

PRULX Mutual Fund

NAV$6.79
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Returns Overview

1 Month
-4.02%
3 Months
-2.55%
6 Months
-3.28%
YTD
-3.10%
1 Year
-1.02%
3 Years (annualized)
-1.41%
5 Years (annualized)
-7.62%
10 Years (annualized)
-2.32%

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
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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 Long US Treasury Index
This Mutual Fund (YTD)
-3.10%
Peer Avg (YTD)
+0.12%
vs Peers
-3.22%

PRULX Mutual Fund Performance

PRULX performance across multiple time periods: 1-month -4.02%, YTD -3.10%, 1-year -1.02%, 3-year -1.41%, 5-year -7.62%, 10-year -2.32%.

PRULX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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