PRTFX Mutual Fund

PRTFX Mutual Fund

NAV$16.71
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Returns Overview

1 Month
-1.08%
3 Months
+0.36%
6 Months
+13.56%
YTD
+7.28%
1 Year
+10.30%
3 Years (annualized)
+15.72%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTFX 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 US Aggregate Index
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+7.09%
vs Peers
+0.20%

PRTFX Mutual Fund Performance

PRTFX performance across multiple time periods: 1-month -1.08%, YTD 7.28%, 1-year 10.30%, 3-year 15.72%, 5-year 8.44%, 10-year 10.50%.

PRTFX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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