PREQX Mutual Fund

PREQX Mutual Fund

NAV$6.38
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Returns Overview

1 Month
-5.64%
3 Months
-6.19%
6 Months
+3.58%
YTD
+2.09%
1 Year
+1.18%
3 Years (annualized)
+5.66%
5 Years (annualized)
-1.56%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREQX 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)
+2.09%
Peer Avg (YTD)
+4.73%
vs Peers
-2.65%

PREQX Mutual Fund Performance

PREQX performance across multiple time periods: 1-month -5.64%, YTD 2.09%, 1-year 1.18%, 3-year 5.66%, 5-year -1.56%, 10-year 1.80%.

PREQX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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