PTPPX Mutual Fund

PTPPX Mutual Fund

NAV$17.77
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Returns Overview

1 Month
-1.07%
3 Months
-1.73%
6 Months
+3.46%
YTD
+5.44%
1 Year
+11.97%
3 Years (annualized)
+21.28%
5 Years (annualized)
+6.53%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTPPX 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 ACWI Ex USA Index NTR(MAEU)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+8.05%
vs Peers
-2.62%

PTPPX Mutual Fund Performance

PTPPX performance across multiple time periods: 1-month -1.07%, YTD 5.44%, 1-year 11.97%, 3-year 21.28%, 5-year 6.53%, 10-year 8.72%.

PTPPX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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