PRULX Mutual Fund

PRULX Mutual Fund

NAV$6.48
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Returns Overview

1 Month
-4.97%
3 Months
-8.43%
6 Months
-7.64%
YTD
-7.54%
1 Year
-8.31%
3 Years (annualized)
-0.41%
5 Years (annualized)
-7.56%
10 Years (annualized)
-0.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRULX 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 Long US Treasury Index
This Mutual Fund (YTD)
-7.54%
Peer Avg (YTD)
+0.50%
vs Peers
-8.04%

PRULX Mutual Fund Performance

PRULX performance across multiple time periods: 1-month -4.97%, YTD -7.54%, 1-year -8.31%, 3-year -0.41%, 5-year -7.56%, 10-year -0.61%.

PRULX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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