PRTPX Mutual Fund

PRTPX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
-6.39%
3 Months
-9.42%
6 Months
-7.54%
YTD
-9.14%
1 Year
-10.28%
3 Years (annualized)
-0.29%
5 Years (annualized)
-7.31%
10 Years (annualized)
-0.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTPX 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 Note 1-10 Year Total Return USD(^BBUTRSIN10YTR)
This Mutual Fund (YTD)
-9.14%
Peer Avg (YTD)
+0.50%
vs Peers
-9.64%

PRTPX Mutual Fund Performance

PRTPX performance across multiple time periods: 1-month -6.39%, YTD -9.14%, 1-year -10.28%, 3-year -0.29%, 5-year -7.31%, 10-year -0.20%.

PRTPX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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