PRICX Mutual Fund

NAV$7.83

Returns Overview

1 Month
-1.76%
3 Months
-1.51%
6 Months
-2.85%
YTD
-2.61%
1 Year
+1.70%
3 Years (annualized)
+5.17%
5 Years (annualized)
+3.79%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRICX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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
Bloomberg Barclays US Government Bond Index(^BBUGB)
This Mutual Fund (YTD)
-2.61%
Peer Avg (YTD)
+3.23%
vs Peers
-5.84%

PRICX Mutual Fund Performance

PRICX performance across multiple time periods: 1-month -1.76%, YTD -2.61%, 1-year 1.70%, 3-year 5.17%, 5-year 3.79%, 10-year 2.43%.

PRICX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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