PRUIX Mutual Fund

NAV$194.49

Returns Overview

1 Month
-1.22%
3 Months
+14.88%
6 Months
+9.87%
YTD
+9.64%
1 Year
+23.55%
3 Years (annualized)
+20.95%
5 Years (annualized)
+13.58%
10 Years (annualized)
+15.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRUIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+8.97%
vs Peers
+0.67%

PRUIX Mutual Fund Performance

PRUIX performance across multiple time periods: 1-month -1.22%, YTD 9.64%, 1-year 23.55%, 3-year 20.95%, 5-year 13.58%, 10-year 15.49%.

PRUIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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