PTSPX Mutual Fund

NAV$9.72

Returns Overview

1 Month
+0.34%
3 Months
+1.45%
6 Months
+2.33%
YTD
+2.33%
1 Year
+4.93%
3 Years (annualized)
+5.54%
5 Years (annualized)
+3.67%
10 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSPX 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
FTSE 3-month Treasury Bill Index
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+3.23%
vs Peers
-0.90%

PTSPX Mutual Fund Performance

PTSPX performance across multiple time periods: 1-month 0.34%, YTD 2.33%, 1-year 4.93%, 3-year 5.54%, 5-year 3.67%, 10-year 2.86%.

PTSPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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