PRTIX Mutual Fund

PRTIX Mutual Fund

NAV$4.83
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Returns Overview

1 Month
-2.52%
3 Months
-3.45%
6 Months
-3.51%
YTD
-3.59%
1 Year
-2.70%
3 Years (annualized)
+3.11%
5 Years (annualized)
-1.32%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.59%
Peer Avg (YTD)
+0.50%
vs Peers
-4.09%

PRTIX Mutual Fund Performance

PRTIX performance across multiple time periods: 1-month -2.52%, YTD -3.59%, 1-year -2.70%, 3-year 3.11%, 5-year -1.32%, 10-year 0.59%.

PRTIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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