PRNIX Mutual Fund

NAV$33.46

Returns Overview

1 Month
+1.95%
3 Months
+6.63%
6 Months
+10.72%
YTD
+15.42%
1 Year
+25.72%
3 Years (annualized)
+11.74%
5 Years (annualized)
+7.78%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRNIX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.42%
Peer Avg (YTD)
+10.82%
vs Peers
+4.60%

PRNIX Mutual Fund Performance

PRNIX performance across multiple time periods: 1-month 1.95%, YTD 15.42%, 1-year 25.72%, 3-year 11.74%, 5-year 7.78%, 10-year 9.63%.

PRNIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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