PETPX Mutual Fund

NAV$30.24

Returns Overview

1 Month
+2.44%
3 Months
+12.08%
6 Months
+16.62%
YTD
+16.35%
1 Year
+21.28%
3 Years (annualized)
+11.87%
5 Years (annualized)
+4.57%
10 Years (annualized)
+6.28%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Select REIT Total Return Index(DWRTFT)
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+11.24%
vs Peers
+5.11%

PETPX Mutual Fund Performance

PETPX performance across multiple time periods: 1-month 2.44%, YTD 16.35%, 1-year 21.28%, 3-year 11.87%, 5-year 4.57%, 10-year 6.28%.

PETPX returns outperform the peer average of 11.24% YTD. With an expense ratio of 5.59%, investors should weigh costs against performance when evaluating this mutual fund.

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