PTEZX Mutual Fund

PTEZX Mutual Fund

NAV$26.06
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Returns Overview

3 Months
+4.31%
6 Months
+9.11%
YTD
+11.10%
1 Year
+22.53%
3 Years (annualized)
+20.05%
5 Years (annualized)
+13.34%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTEZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+9.41%
vs Peers
+1.68%

PTEZX Mutual Fund Performance

PTEZX performance across multiple time periods: YTD 11.10%, 1-year 22.53%, 3-year 20.05%, 5-year 13.34%, 10-year 14.39%.

PTEZX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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