PETZX Mutual Fund

NAV$12.11

Returns Overview

1 Month
+0.25%
3 Months
+0.67%
6 Months
-17.79%
YTD
-12.94%
1 Year
+5.53%
3 Years (annualized)
+7.44%
5 Years (annualized)
-1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PETZX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-12.94%
Peer Avg (YTD)
+9.41%
vs Peers
-22.35%

PETZX Mutual Fund Performance

PETZX performance across multiple time periods: 1-month 0.25%, YTD -12.94%, 1-year 5.53%, 3-year 7.44%, 5-year -1.71%.

PETZX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

PETZX performance comparison shows side-by-side returns with another fund. PETZX alternatives are available in the Mutual Fund Screener.