PTIPX Mutual Fund

PTIPX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+7.02%
3 Months
+6.36%
6 Months
+10.76%
YTD
+18.89%
1 Year
+38.65%
3 Years (annualized)
+21.20%
5 Years (annualized)
+12.20%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTIPX 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 EAFE Value Net Return Index(^MVUDEAFENR)
This Mutual Fund (YTD)
+18.89%
Peer Avg (YTD)
+15.31%
vs Peers
+3.58%

PTIPX Mutual Fund Performance

PTIPX performance across multiple time periods: 1-month 7.02%, YTD 18.89%, 1-year 38.65%, 3-year 21.20%, 5-year 12.20%, 10-year 10.73%.

PTIPX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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