PETCX Mutual Fund

PETCX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
+1.92%
3 Months
+3.97%
6 Months
+14.73%
YTD
+17.94%
1 Year
+23.60%
3 Years (annualized)
+10.39%
5 Years (annualized)
+2.42%
10 Years (annualized)
+5.43%

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
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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)
+17.94%
Peer Avg (YTD)
+12.53%
vs Peers
+5.41%

PETCX Mutual Fund Performance

PETCX performance across multiple time periods: 1-month 1.92%, YTD 17.94%, 1-year 23.60%, 3-year 10.39%, 5-year 2.42%, 10-year 5.43%.

PETCX returns outperform the peer average of 12.53% 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.