PETGX Mutual Fund

PETGX Mutual Fund

NAV$12.13
See how much of PETGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.07%
3 Months
-3.44%
6 Months
-1.81%
YTD
+0.41%
1 Year
+5.32%
3 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PETGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+9.41%
vs Peers
-9.00%

PETGX Mutual Fund Performance

PETGX performance across multiple time periods: 1-month 2.07%, YTD 0.41%, 1-year 5.32%, 3-year 7.19%.

PETGX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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