PTTEX Mutual Fund

PTTEX Mutual Fund

NAV$119.23
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Returns Overview

1 Month
+5.93%
3 Months
-0.95%
6 Months
+34.15%
YTD
+34.64%
1 Year
+46.27%
3 Years (annualized)
+35.32%
5 Years (annualized)
+17.67%
10 Years (annualized)
+23.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTTEX 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 World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+34.64%
Peer Avg (YTD)
+14.35%
vs Peers
+20.29%

PTTEX Mutual Fund Performance

PTTEX performance across multiple time periods: 1-month 5.93%, YTD 34.64%, 1-year 46.27%, 3-year 35.32%, 5-year 17.67%, 10-year 23.94%.

PTTEX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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