PFTPX Mutual Fund

PFTPX Mutual Fund

NAV$8.04
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Returns Overview

1 Month
+0.52%
3 Months
+0.57%
6 Months
+0.78%
YTD
+1.99%
1 Year
+4.98%
3 Years (annualized)
+7.10%
5 Years (annualized)
+4.15%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFTPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate 1-3 Years Index(^BBUAG3Y)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+2.15%
vs Peers
-0.17%

PFTPX Mutual Fund Performance

PFTPX performance across multiple time periods: 1-month 0.52%, YTD 1.99%, 1-year 4.98%, 3-year 7.10%, 5-year 4.15%, 10-year 4.36%.

PFTPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

PFTPX vs another fund shows side-by-side returns. PFTPX alternatives are available in the Mutual Fund Screener.