PRSRX Mutual Fund

PRSRX Mutual Fund

NAV$62.04
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Returns Overview

1 Month
-0.42%
3 Months
+1.55%
6 Months
+6.59%
YTD
+13.59%
1 Year
+14.43%
3 Years (annualized)
+24.44%
5 Years (annualized)
+12.55%
10 Years (annualized)
+15.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRSRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+17.72%
vs Peers
-4.12%

PRSRX Mutual Fund Performance

PRSRX performance across multiple time periods: 1-month -0.42%, YTD 13.59%, 1-year 14.43%, 3-year 24.44%, 5-year 12.55%, 10-year 15.73%.

PRSRX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

PRSRX vs another fund shows side-by-side returns. PRSRX alternatives are available in the Mutual Fund Screener.