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PRPFX in 2020 SHTF

Posted: Fri May 08, 2020 8:28 pm
by Ad Orientem
As of May 8, 2020 PRPFX is down appx 3% ytd. It is up 2.5% for the last 12 months. It is yielding appx 1% with an ER of .84%. All in all it has weathered the Covid 19 economic collapse fairly well thus far. Downside is that the ER is pretty steep for a conservative fund compared to the HBPP. And PRPFX has underperformed over the last ten years with a CAGR of just 3.7% which you need to adjust for both inflation and the ER.

Re: PRPFX in 2020 SHTF

Posted: Sat May 09, 2020 8:42 am
by sophie
PRPFX was purposely tilted toward a stagflation, so I would expect it to do better in the current environment. I really think that's where we are headed - although I wouldn't bet on it enough to mess with my investment plan.

Lucky stock picking could have played a role though. I would otherwise expect its stock allocation to do badly given the emphasis on natural resources which would include oil.