PETAX Mutual Fund

PETAX Mutual Fund

NAV$21.89
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Returns Overview

1 Month
-3.32%
3 Months
+1.00%
6 Months
+3.06%
YTD
+14.56%
1 Year
+13.77%
3 Years (annualized)
+11.35%
5 Years (annualized)
+2.04%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PETAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select REIT Total Return Index(DWRTFT)
This Mutual Fund (YTD)
+14.56%
Peer Avg (YTD)
+9.10%
vs Peers
+5.47%

PETAX Mutual Fund Performance

PETAX performance across multiple time periods: 1-month -3.32%, YTD 14.56%, 1-year 13.77%, 3-year 11.35%, 5-year 2.04%, 10-year 5.79%.

PETAX returns outperform the peer average of 9.10% YTD. With an expense ratio of 4.53%, investors should weigh costs against performance when evaluating this mutual fund.

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