PTSGX Mutual Fund

NAV$18.68

Returns Overview

1 Month
+0.78%
3 Months
+23.21%
6 Months
+6.62%
YTD
+7.45%
1 Year
+7.04%
3 Years (annualized)
+20.06%
5 Years (annualized)
+4.23%
10 Years (annualized)
+23.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+8.97%
vs Peers
-1.52%

PTSGX Mutual Fund Performance

PTSGX performance across multiple time periods: 1-month 0.78%, YTD 7.45%, 1-year 7.04%, 3-year 20.06%, 5-year 4.23%, 10-year 23.39%.

PTSGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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