PETAX Mutual Fund

NAV$25.16

Returns Overview

1 Month
+2.40%
3 Months
+11.98%
6 Months
+16.48%
YTD
+16.15%
1 Year
+20.92%
3 Years (annualized)
+11.55%
5 Years (annualized)
+4.22%
10 Years (annualized)
+5.94%

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
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
Dow Jones US Select REIT Total Return Index(DWRTFT)
This Mutual Fund (YTD)
+16.15%
Peer Avg (YTD)
+11.24%
vs Peers
+4.91%

PETAX Mutual Fund Performance

PETAX performance across multiple time periods: 1-month 2.40%, YTD 16.15%, 1-year 20.92%, 3-year 11.55%, 5-year 4.22%, 10-year 5.94%.

PETAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 5.89%, investors should weigh costs against performance when evaluating this mutual fund.

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