PREPX Mutual Fund

PREPX Mutual Fund

NAV$28.56
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Returns Overview

1 Month
-5.43%
3 Months
-5.18%
6 Months
+4.37%
YTD
+7.59%
1 Year
+5.16%
3 Years (annualized)
+9.52%
5 Years (annualized)
+2.10%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREPX 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)
+7.59%
Peer Avg (YTD)
+4.73%
vs Peers
+2.86%

PREPX Mutual Fund Performance

PREPX performance across multiple time periods: 1-month -5.43%, YTD 7.59%, 1-year 5.16%, 3-year 9.52%, 5-year 2.10%, 10-year 5.93%.

PREPX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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