PPTCX Mutual Fund

PPTCX Mutual Fund

NAV$17.27
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Returns Overview

1 Month
+3.06%
3 Months
+3.63%
6 Months
+9.80%
YTD
+17.63%
1 Year
+11.04%
3 Years (annualized)
+9.18%
5 Years (annualized)
+7.89%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPTCX 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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+17.63%
Peer Avg (YTD)
+8.20%
vs Peers
+9.43%

PPTCX Mutual Fund Performance

PPTCX performance across multiple time periods: 1-month 3.06%, YTD 17.63%, 1-year 11.04%, 3-year 9.18%, 5-year 7.89%, 10-year 6.30%.

PPTCX returns outperform the peer average of 8.20% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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