PRTMX Mutual Fund

PRTMX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-0.08%
3 Months
-1.07%
6 Months
-1.88%
YTD
+0.28%
1 Year
+3.75%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.77%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTMX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal 1-15 Year Blend (1-17) Bond Index
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.15%
vs Peers
+0.13%

PRTMX Mutual Fund Performance

PRTMX performance across multiple time periods: 1-month -0.08%, YTD 0.28%, 1-year 3.75%, 3-year 3.36%, 5-year 0.77%, 10-year 1.85%.

PRTMX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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