PTERX Mutual Fund

NAV$19.54

Returns Overview

1 Month
+0.16%
3 Months
+11.01%
6 Months
+8.25%
YTD
+7.34%
1 Year
+16.83%
3 Years (annualized)
+15.05%
5 Years (annualized)
+7.50%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTERX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+7.64%
vs Peers
-0.30%

PTERX Mutual Fund Performance

PTERX performance across multiple time periods: 1-month 0.16%, YTD 7.34%, 1-year 16.83%, 3-year 15.05%, 5-year 7.50%, 10-year 10.46%.

PTERX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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