PTTEX Mutual Fund

PTTEX Mutual Fund

NAV$114.99
See how much of PTTEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.70%
3 Months
+3.64%
6 Months
+46.51%
YTD
+39.40%
1 Year
+41.41%
3 Years (annualized)
+35.32%
5 Years (annualized)
+17.67%
10 Years (annualized)
+23.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTTEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+39.40%
Peer Avg (YTD)
+16.41%
vs Peers
+22.99%

PTTEX Mutual Fund Performance

PTTEX performance across multiple time periods: 1-month 4.70%, YTD 39.40%, 1-year 41.41%, 3-year 35.32%, 5-year 17.67%, 10-year 23.94%.

PTTEX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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