PRSIX Mutual Fund

NAV$21.46

Returns Overview

1 Month
-0.28%
3 Months
+5.82%
6 Months
+5.30%
YTD
+5.00%
1 Year
+15.51%
3 Years (annualized)
+11.63%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRSIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+4.14%
vs Peers
+0.85%

PRSIX Mutual Fund Performance

PRSIX performance across multiple time periods: 1-month -0.28%, YTD 5.00%, 1-year 15.51%, 3-year 11.63%, 5-year 5.34%, 10-year 7.01%.

PRSIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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