PTOAX Mutual Fund

NAV$12.73

Returns Overview

1 Month
-2.38%
3 Months
+1.60%
6 Months
+3.24%
YTD
+4.86%
1 Year
+22.90%
3 Years (annualized)
+22.74%
5 Years (annualized)
+13.08%
10 Years (annualized)
+15.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTOAX 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

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)
+4.86%
Peer Avg (YTD)
+8.36%
vs Peers
-3.50%

PTOAX Mutual Fund Performance

PTOAX performance across multiple time periods: 1-month -2.38%, YTD 4.86%, 1-year 22.90%, 3-year 22.74%, 5-year 13.08%, 10-year 15.53%.

PTOAX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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