PETCX Mutual Fund

NAV$16.80

Returns Overview

1 Month
+2.32%
3 Months
+11.82%
6 Months
+16.04%
YTD
+15.72%
1 Year
+19.99%
3 Years (annualized)
+10.72%
5 Years (annualized)
+3.47%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PETCX 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)
+15.72%
Peer Avg (YTD)
+11.24%
vs Peers
+4.48%

PETCX Mutual Fund Performance

PETCX performance across multiple time periods: 1-month 2.32%, YTD 15.72%, 1-year 19.99%, 3-year 10.72%, 5-year 3.47%, 10-year 5.66%.

PETCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 6.64%, investors should weigh costs against performance when evaluating this mutual fund.

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