PETPX Mutual Fund

PETPX Mutual Fund

NAV$30.27
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Returns Overview

1 Month
+2.05%
3 Months
+4.29%
6 Months
+15.35%
YTD
+18.73%
1 Year
+24.96%
3 Years (annualized)
+11.57%
5 Years (annualized)
+3.52%
10 Years (annualized)
+6.05%

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)
+18.73%
Peer Avg (YTD)
+12.53%
vs Peers
+6.20%

PETPX Mutual Fund Performance

PETPX performance across multiple time periods: 1-month 2.05%, YTD 18.73%, 1-year 24.96%, 3-year 11.57%, 5-year 3.52%, 10-year 6.05%.

PETPX returns outperform the peer average of 12.53% 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.