PTSGX Mutual Fund

PTSGX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
-7.19%
3 Months
+0.45%
6 Months
+3.34%
YTD
-0.28%
1 Year
-3.15%
3 Years (annualized)
+15.14%
5 Years (annualized)
+0.04%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+6.23%
vs Peers
-6.51%

PTSGX Mutual Fund Performance

PTSGX performance across multiple time periods: 1-month -7.19%, YTD -0.28%, 1-year -3.15%, 3-year 15.14%, 5-year 0.04%, 10-year 12.74%.

PTSGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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