PRLPX Mutual Fund

PRLPX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-3.02%
3 Months
-3.78%
6 Months
-2.53%
YTD
-2.62%
1 Year
-2.49%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.52%
10 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRLPX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-2.62%
Peer Avg (YTD)
+0.50%
vs Peers
-3.12%

PRLPX Mutual Fund Performance

PRLPX performance across multiple time periods: 1-month -3.02%, YTD -2.62%, 1-year -2.49%, 3-year 4.50%, 5-year 0.52%, 10-year 2.51%.

PRLPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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