PRUIX Mutual Fund

PRUIX Mutual Fund

NAV$202.62
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Returns Overview

1 Month
-0.61%
3 Months
+2.02%
6 Months
+17.52%
YTD
+12.16%
1 Year
+15.36%
3 Years (annualized)
+20.97%
5 Years (annualized)
+12.73%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRUIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.16%
Peer Avg (YTD)
+8.68%
vs Peers
+3.48%

PRUIX Mutual Fund Performance

PRUIX performance across multiple time periods: 1-month -0.61%, YTD 12.16%, 1-year 15.36%, 3-year 20.97%, 5-year 12.73%, 10-year 15.30%.

PRUIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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