PTSPX Mutual Fund

PTSPX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.07%
3 Months
+0.61%
6 Months
+2.08%
YTD
+2.96%
1 Year
+4.22%
3 Years (annualized)
+5.40%
5 Years (annualized)
+3.84%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSPX 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
FTSE 3-month Treasury Bill Index
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+0.50%
vs Peers
+2.46%

PTSPX Mutual Fund Performance

PTSPX performance across multiple time periods: 1-month -0.07%, YTD 2.96%, 1-year 4.22%, 3-year 5.40%, 5-year 3.84%, 10-year 2.83%.

PTSPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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