PTSIX Mutual Fund

PTSIX Mutual Fund

NAV$10.28
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Returns Overview

1 Month
+7.00%
3 Months
+6.38%
6 Months
+10.71%
YTD
+18.83%
1 Year
+38.61%
3 Years (annualized)
+21.27%
5 Years (annualized)
+12.26%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSIX 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 EAFE Value Net Return Index(^MVUDEAFENR)
This Mutual Fund (YTD)
+18.83%
Peer Avg (YTD)
+15.31%
vs Peers
+3.52%

PTSIX Mutual Fund Performance

PTSIX performance across multiple time periods: 1-month 7.00%, YTD 18.83%, 1-year 38.61%, 3-year 21.27%, 5-year 12.26%, 10-year 10.85%.

PTSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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