PRCEX Mutual Fund

NAV$32.21

Returns Overview

1 Month
+1.19%
3 Months
+9.82%
6 Months
+13.07%
YTD
+12.94%
1 Year
+10.77%
3 Years (annualized)
+8.03%
5 Years (annualized)
+2.24%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRCEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+11.24%
vs Peers
+1.70%

PRCEX Mutual Fund Performance

PRCEX performance across multiple time periods: 1-month 1.19%, YTD 12.94%, 1-year 10.77%, 3-year 8.03%, 5-year 2.24%, 10-year 4.78%.

PRCEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

PRCEX performance comparison shows side-by-side returns with another fund. PRCEX alternatives are available in the Mutual Fund Screener.