PTOPX Mutual Fund

NAV$12.95

Returns Overview

1 Month
-2.34%
3 Months
+1.73%
6 Months
+3.43%
YTD
+5.03%
1 Year
+23.34%
3 Years (annualized)
+23.09%
5 Years (annualized)
+13.40%
10 Years (annualized)
+15.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTOPX 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)
+5.03%
Peer Avg (YTD)
+8.36%
vs Peers
-3.33%

PTOPX Mutual Fund Performance

PTOPX performance across multiple time periods: 1-month -2.34%, YTD 5.03%, 1-year 23.34%, 3-year 23.09%, 5-year 13.40%, 10-year 15.88%.

PTOPX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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