PREJX Mutual Fund

NAV$31.38

Returns Overview

1 Month
+2.75%
3 Months
+7.50%
6 Months
+16.31%
YTD
+17.53%
1 Year
+11.89%
3 Years (annualized)
+9.10%
5 Years (annualized)
+3.23%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREJX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+17.53%
Peer Avg (YTD)
+11.24%
vs Peers
+6.28%

PREJX Mutual Fund Performance

PREJX performance across multiple time periods: 1-month 2.75%, YTD 17.53%, 1-year 11.89%, 3-year 9.10%, 5-year 3.23%, 10-year 5.77%.

PREJX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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