PREAX Mutual Fund

PREAX Mutual Fund

NAV$6.69
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Returns Overview

1 Month
-5.65%
3 Months
-6.31%
6 Months
+3.57%
YTD
+1.98%
1 Year
+1.02%
3 Years (annualized)
+5.37%
5 Years (annualized)
-1.79%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREAX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+4.73%
vs Peers
-2.75%

PREAX Mutual Fund Performance

PREAX performance across multiple time periods: 1-month -5.65%, YTD 1.98%, 1-year 1.02%, 3-year 5.37%, 5-year -1.79%, 10-year 1.19%.

PREAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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