PETAX Mutual Fund

PETAX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
-7.38%
3 Months
-8.65%
6 Months
+2.29%
YTD
+6.10%
1 Year
+4.99%
3 Years (annualized)
+11.35%
5 Years (annualized)
+2.04%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PETAX 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
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📉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
Dow Jones US Select REIT Total Return Index(DWRTFT)
This Mutual Fund (YTD)
+6.10%
Peer Avg (YTD)
+4.73%
vs Peers
+1.37%

PETAX Mutual Fund Performance

PETAX performance across multiple time periods: 1-month -7.38%, YTD 6.10%, 1-year 4.99%, 3-year 11.35%, 5-year 2.04%, 10-year 5.79%.

PETAX returns outperform the peer average of 4.73% YTD. With an expense ratio of 4.53%, investors should weigh costs against performance when evaluating this mutual fund.

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