PREJX Mutual Fund

PREJX Mutual Fund

NAV$28.73
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Returns Overview

1 Month
-5.44%
3 Months
-5.19%
6 Months
+4.37%
YTD
+7.57%
1 Year
+5.14%
3 Years (annualized)
+9.50%
5 Years (annualized)
+1.85%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREJX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+4.73%
vs Peers
+2.83%

PREJX Mutual Fund Performance

PREJX performance across multiple time periods: 1-month -5.44%, YTD 7.57%, 1-year 5.14%, 3-year 9.50%, 5-year 1.85%, 10-year 5.77%.

PREJX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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