PETPX Mutual Fund

PETPX Mutual Fund

NAV$26.41
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Returns Overview

1 Month
-3.29%
3 Months
+1.10%
6 Months
+3.22%
YTD
+14.83%
1 Year
+14.18%
3 Years (annualized)
+11.68%
5 Years (annualized)
+2.38%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PETPX 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)
+14.83%
Peer Avg (YTD)
+9.10%
vs Peers
+5.73%

PETPX Mutual Fund Performance

PETPX performance across multiple time periods: 1-month -3.29%, YTD 14.83%, 1-year 14.18%, 3-year 11.68%, 5-year 2.38%, 10-year 6.12%.

PETPX returns outperform the peer average of 9.10% YTD. With an expense ratio of 4.23%, investors should weigh costs against performance when evaluating this mutual fund.

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