PRTRX Mutual Fund

PRTRX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
-1.13%
3 Months
+0.24%
6 Months
+13.33%
YTD
+6.97%
1 Year
+9.85%
3 Years (annualized)
+15.27%
5 Years (annualized)
+8.01%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTRX 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)
+6.97%
Peer Avg (YTD)
+7.09%
vs Peers
-0.12%

PRTRX Mutual Fund Performance

PRTRX performance across multiple time periods: 1-month -1.13%, YTD 6.97%, 1-year 9.85%, 3-year 15.27%, 5-year 8.01%, 10-year 10.14%.

PRTRX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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