PRERX Mutual Fund

PRERX Mutual Fund

NAV$28.92
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Returns Overview

1 Month
-5.48%
3 Months
-5.26%
6 Months
+4.18%
YTD
+7.32%
1 Year
+4.80%
3 Years (annualized)
+9.18%
5 Years (annualized)
+1.57%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRERX 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)
+7.32%
Peer Avg (YTD)
+4.73%
vs Peers
+2.59%

PRERX Mutual Fund Performance

PRERX performance across multiple time periods: 1-month -5.48%, YTD 7.32%, 1-year 4.80%, 3-year 9.18%, 5-year 1.57%, 10-year 5.49%.

PRERX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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