PTLC ETF

$52.83

Returns Overview

1 Month
+1.39%
3 Months
+0.53%
6 Months
+8.67%
YTD
+1.18%
1 Year
+2.71%
3 Years
+15.10%
5 Years
+12.56%
10 Years
+11.01%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PTLC 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
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📉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

+1.39%

3 Months Performance

+0.53%

6 Months Performance

+8.67%

1 Year Performance

+2.71%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+1.18%
Peer Avg (YTD)
-0.14%
vs Peers
+1.32%

PTLC ETF Performance

PTLC performance across multiple time periods: 1-month 1.39%, YTD 1.18%, 1-year 2.71%, 3-year 15.10%, 5-year 12.56%, 10-year 11.01%.

PTLC returns outperform the peer average of -0.14% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

PTLC performance comparison shows side-by-side returns with another fund. PTLC alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.39%N/A
3 Months+0.53%N/A
6 Months+8.67%N/A
1 Year+2.71%N/A
3 Years+15.10%N/A
5 Years+12.56%N/A

All returns shown are total returns, not annualized