PREHX Mutual Fund

PREHX Mutual Fund

NAV$34.13
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Returns Overview

1 Month
-1.29%
3 Months
-0.24%
6 Months
+9.80%
YTD
+5.11%
1 Year
+7.64%
3 Years (annualized)
+13.09%
5 Years (annualized)
+7.14%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREHX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+7.09%
vs Peers
-1.97%

PREHX Mutual Fund Performance

PREHX performance across multiple time periods: 1-month -1.29%, YTD 5.11%, 1-year 7.64%, 3-year 13.09%, 5-year 7.14%, 10-year 8.45%.

PREHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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