PREPX Mutual Fund

NAV$31.44

Returns Overview

1 Month
+1.26%
3 Months
+10.07%
6 Months
+13.64%
YTD
+13.47%
1 Year
+11.95%
3 Years (annualized)
+9.13%
5 Years (annualized)
+3.26%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREPX 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)
+13.47%
Peer Avg (YTD)
+11.24%
vs Peers
+2.23%

PREPX Mutual Fund Performance

PREPX performance across multiple time periods: 1-month 1.26%, YTD 13.47%, 1-year 11.95%, 3-year 9.13%, 5-year 3.26%, 10-year 5.81%.

PREPX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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