PREFX Mutual Fund

NAV$89.41

Returns Overview

1 Month
-1.05%
3 Months
+0.24%
6 Months
+1.72%
YTD
+2.63%
1 Year
+14.23%
3 Years (annualized)
+20.76%
5 Years (annualized)
+10.63%
10 Years (annualized)
+16.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREFX 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 Growth Index(^RAG)
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+8.97%
vs Peers
-6.34%

PREFX Mutual Fund Performance

PREFX performance across multiple time periods: 1-month -1.05%, YTD 2.63%, 1-year 14.23%, 3-year 20.76%, 5-year 10.63%, 10-year 16.52%.

PREFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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