PETCX Mutual Fund

PETCX Mutual Fund

NAV$14.74
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Returns Overview

1 Month
-3.35%
3 Months
+0.78%
6 Months
+2.68%
YTD
+13.99%
1 Year
+12.95%
3 Years (annualized)
+10.52%
5 Years (annualized)
+1.31%
10 Years (annualized)
+5.50%

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
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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)
+13.99%
Peer Avg (YTD)
+9.10%
vs Peers
+4.89%

PETCX Mutual Fund Performance

PETCX performance across multiple time periods: 1-month -3.35%, YTD 13.99%, 1-year 12.95%, 3-year 10.52%, 5-year 1.31%, 10-year 5.50%.

PETCX returns outperform the peer average of 9.10% YTD. With an expense ratio of 5.28%, investors should weigh costs against performance when evaluating this mutual fund.

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