PTSGX Mutual Fund

PTSGX Mutual Fund

NAV$19.25
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Returns Overview

1 Month
+3.50%
3 Months
-0.41%
6 Months
+22.70%
YTD
+7.01%
1 Year
-0.14%
3 Years (annualized)
+18.51%
5 Years (annualized)
-0.02%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+8.68%
vs Peers
-1.67%

PTSGX Mutual Fund Performance

PTSGX performance across multiple time periods: 1-month 3.50%, YTD 7.01%, 1-year -0.14%, 3-year 18.51%, 5-year -0.02%, 10-year 13.02%.

PTSGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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