PTESX Mutual Fund

PTESX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
+3.32%
3 Months
+2.68%
6 Months
+8.25%
YTD
+17.09%
1 Year
+22.35%
3 Years (annualized)
+5.47%
5 Years (annualized)
+9.39%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTESX 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
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📉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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+14.82%
vs Peers
+2.27%

PTESX Mutual Fund Performance

PTESX performance across multiple time periods: 1-month 3.32%, YTD 17.09%, 1-year 22.35%, 3-year 5.47%, 5-year 9.39%, 10-year 8.18%.

PTESX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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