PTSRX Mutual Fund

PTSRX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+0.29%
3 Months
+0.93%
6 Months
+2.07%
YTD
+2.76%
1 Year
+4.16%
3 Years (annualized)
+4.98%
5 Years (annualized)
+3.43%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSRX 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
FTSE 3-month Treasury Bill Index
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+2.15%
vs Peers
+0.60%

PTSRX Mutual Fund Performance

PTSRX performance across multiple time periods: 1-month 0.29%, YTD 2.76%, 1-year 4.16%, 3-year 4.98%, 5-year 3.43%, 10-year 2.43%.

PTSRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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