PTPPX Mutual Fund

PTPPX Mutual Fund

NAV$18.37
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Returns Overview

1 Month
+1.76%
3 Months
+5.28%
6 Months
+4.24%
YTD
+9.32%
1 Year
+24.62%
3 Years (annualized)
+16.61%
5 Years (annualized)
+6.48%
10 Years (annualized)
+8.81%

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
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📉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)
+9.32%
Peer Avg (YTD)
+9.42%
vs Peers
-0.10%

PTPPX Mutual Fund Performance

PTPPX performance across multiple time periods: 1-month 1.76%, YTD 9.32%, 1-year 24.62%, 3-year 16.61%, 5-year 6.48%, 10-year 8.81%.

PTPPX returns trail the peer average of 9.42% 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.