PTERX Mutual Fund

PTERX Mutual Fund

NAV$19.42
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Returns Overview

1 Month
-1.43%
3 Months
+0.52%
6 Months
+11.59%
YTD
+7.90%
1 Year
+11.14%
3 Years (annualized)
+15.66%
5 Years (annualized)
+7.31%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTERX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+7.09%
vs Peers
+0.81%

PTERX Mutual Fund Performance

PTERX performance across multiple time periods: 1-month -1.43%, YTD 7.90%, 1-year 11.14%, 3-year 15.66%, 5-year 7.31%, 10-year 10.27%.

PTERX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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