PTOPX Mutual Fund

PTOPX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
-0.75%
3 Months
+4.07%
6 Months
+7.49%
YTD
+8.62%
1 Year
+20.05%
3 Years (annualized)
+19.93%
5 Years (annualized)
+12.67%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTOPX 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)
+8.62%
Peer Avg (YTD)
+8.69%
vs Peers
-0.07%

PTOPX Mutual Fund Performance

PTOPX performance across multiple time periods: 1-month -0.75%, YTD 8.62%, 1-year 20.05%, 3-year 19.93%, 5-year 12.67%, 10-year 15.30%.

PTOPX returns trail the peer average of 8.69% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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