PTSOX Mutual Fund

PTSOX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+3.30%
3 Months
+7.25%
6 Months
+5.61%
YTD
+22.51%
1 Year
+35.26%
3 Years (annualized)
+23.33%
5 Years (annualized)
+12.57%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSOX 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)
+22.51%
Peer Avg (YTD)
+15.20%
vs Peers
+7.31%

PTSOX Mutual Fund Performance

PTSOX performance across multiple time periods: 1-month 3.30%, YTD 22.51%, 1-year 35.26%, 3-year 23.33%, 5-year 12.57%, 10-year 10.74%.

PTSOX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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