PTIPX Mutual Fund

NAV$9.46

Returns Overview

1 Month
-2.86%
3 Months
+2.40%
6 Months
+11.09%
YTD
+10.06%
1 Year
+29.22%
3 Years (annualized)
+20.49%
5 Years (annualized)
+10.53%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTIPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Value Net Return Index(^MVUDEAFENR)
This Mutual Fund (YTD)
+10.06%
Peer Avg (YTD)
+18.52%
vs Peers
-8.46%

PTIPX Mutual Fund Performance

PTIPX performance across multiple time periods: 1-month -2.86%, YTD 10.06%, 1-year 29.22%, 3-year 20.49%, 5-year 10.53%, 10-year 10.54%.

PTIPX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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