PTSIX Mutual Fund

NAV$9.94

Returns Overview

1 Month
-2.92%
3 Months
+2.40%
6 Months
+11.05%
YTD
+9.95%
1 Year
+29.22%
3 Years (annualized)
+20.61%
5 Years (annualized)
+10.60%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSIX 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)
+9.95%
Peer Avg (YTD)
+18.52%
vs Peers
-8.57%

PTSIX Mutual Fund Performance

PTSIX performance across multiple time periods: 1-month -2.92%, YTD 9.95%, 1-year 29.22%, 3-year 20.61%, 5-year 10.60%, 10-year 10.66%.

PTSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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