PTOAX Mutual Fund

PTOAX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
+2.61%
3 Months
+1.05%
6 Months
+10.65%
YTD
+11.29%
1 Year
+19.60%
3 Years (annualized)
+22.89%
5 Years (annualized)
+12.29%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTOAX 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)
+11.29%
Peer Avg (YTD)
+11.40%
vs Peers
-0.12%

PTOAX Mutual Fund Performance

PTOAX performance across multiple time periods: 1-month 2.61%, YTD 11.29%, 1-year 19.60%, 3-year 22.89%, 5-year 12.29%, 10-year 15.28%.

PTOAX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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