PTPPX Mutual Fund

PTPPX Mutual Fund

NAV$17.64
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Returns Overview

1 Month
-1.82%
3 Months
+1.08%
6 Months
+7.54%
YTD
+6.58%
1 Year
+14.15%
3 Years (annualized)
+19.18%
5 Years (annualized)
+6.69%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTPPX 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 ACWI Ex USA Index NTR(MAEU)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+9.29%
vs Peers
-2.72%

PTPPX Mutual Fund Performance

PTPPX performance across multiple time periods: 1-month -1.82%, YTD 6.58%, 1-year 14.15%, 3-year 19.18%, 5-year 6.69%, 10-year 9.01%.

PTPPX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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