PETAX Mutual Fund

PETAX Mutual Fund

NAV$25.18
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Returns Overview

1 Month
+2.02%
3 Months
+4.21%
6 Months
+15.19%
YTD
+18.50%
1 Year
+24.55%
3 Years (annualized)
+11.23%
5 Years (annualized)
+3.19%
10 Years (annualized)
+5.72%

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)
+18.50%
Peer Avg (YTD)
+12.53%
vs Peers
+5.96%

PETAX Mutual Fund Performance

PETAX performance across multiple time periods: 1-month 2.02%, YTD 18.50%, 1-year 24.55%, 3-year 11.23%, 5-year 3.19%, 10-year 5.72%.

PETAX returns outperform the peer average of 12.53% 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.