PRTLX Mutual Fund

PRTLX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
-1.16%
3 Months
+0.25%
6 Months
+12.90%
YTD
+7.01%
1 Year
+10.03%
3 Years (annualized)
+15.48%
5 Years (annualized)
+8.34%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTLX 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 Index
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+7.09%
vs Peers
-0.08%

PRTLX Mutual Fund Performance

PRTLX performance across multiple time periods: 1-month -1.16%, YTD 7.01%, 1-year 10.03%, 3-year 15.48%, 5-year 8.34%, 10-year 10.42%.

PRTLX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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