PFTPX Mutual Fund

PFTPX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
-0.34%
3 Months
+0.69%
6 Months
+0.89%
YTD
+1.47%
1 Year
+5.82%
3 Years (annualized)
+6.83%
5 Years (annualized)
+4.11%
10 Years (annualized)
+4.47%

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)
+1.47%
Peer Avg (YTD)
+0.12%
vs Peers
+1.34%

PFTPX Mutual Fund Performance

PFTPX performance across multiple time periods: 1-month -0.34%, YTD 1.47%, 1-year 5.82%, 3-year 6.83%, 5-year 4.11%, 10-year 4.47%.

PFTPX returns outperform the peer average of 0.12% 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.