PTUZX

Mutual fund

$9.19 $0.00 (0.00%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $9.06High $9.79

Has PTUZX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PTUZX returned -1.9%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PTUZX
-1.9%
S&P 500
+16.8%
Largest decline 
PTUZX
5.3%
S&P 500
8.9%
Risk-adjusted return 
PTUZX
-1.28
S&P 500
0.99
Downside risk-adjusted return 
PTUZX
-1.64
S&P 500
1.45

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPTUZXS&P 500
1 month -0.1% +1.5%
3 months -2.1% +1.9%
Year to date -2.2% +12.8%
1 year -1.9% +16.8%
3 years (annualized) +4.9% +22.0%

Volatility (1-year, annualized): 4.4% · Largest decline (max drawdown, since Oct 2021): 18.7%

How are your investments doing?

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