PRIKX Mutual Fund

NAV$19.34

Returns Overview

1 Month
+2.00%
3 Months
-2.62%
6 Months
-1.28%
YTD
+10.07%
1 Year
+28.78%
3 Years (annualized)
+14.32%
5 Years (annualized)
+7.92%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRIKX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+6.73%
vs Peers
+3.35%

PRIKX Mutual Fund Performance

PRIKX performance across multiple time periods: 1-month 2.00%, YTD 10.07%, 1-year 28.78%, 3-year 14.32%, 5-year 7.92%, 10-year 8.18%.

PRIKX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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