PRISX Mutual Fund

NAV$51.22

Returns Overview

1 Month
+5.61%
3 Months
+10.70%
6 Months
+8.49%
YTD
+7.45%
1 Year
+10.86%
3 Years (annualized)
+23.42%
5 Years (annualized)
+12.21%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRISX 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
MSCI US IMI Financials 5% Capped Linked Index
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+8.61%
vs Peers
-1.16%

PRISX Mutual Fund Performance

PRISX performance across multiple time periods: 1-month 5.61%, YTD 7.45%, 1-year 10.86%, 3-year 23.42%, 5-year 12.21%, 10-year 15.28%.

PRISX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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