PTYIX
Prices on SharpeShare since Oct 19, 2021
52-week range
Low $10.40High $11.31
Has PTYIX beaten the S&P 500?
Over the last year (to Oct 16, 2026), PTYIX returned -1.1%; the S&P 500 (SPY) returned +16.8%.
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
| Period | PTYIX | S&P 500 |
|---|---|---|
| 1 month | -1.0% | +1.5% |
| 3 months | -4.4% | +1.9% |
| Year to date | -1.9% | +12.8% |
| 1 year | -1.1% | +16.8% |
| 3 years (annualized) | +5.3% | +22.0% |
Volatility (1-year, annualized): 3.9% · Largest decline (max drawdown, since Oct 2021): 18.8%
How are your investments doing?
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