PTATX Mutual Fund

PTATX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
+1.52%
3 Months
-0.95%
6 Months
-1.68%
YTD
-1.48%
1 Year
-1.04%
3 Years (annualized)
+5.07%
5 Years (annualized)
-1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTATX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.48%
Peer Avg (YTD)
+1.93%
vs Peers
-3.41%

PTATX Mutual Fund Performance

PTATX performance across multiple time periods: 1-month 1.52%, YTD -1.48%, 1-year -1.04%, 3-year 5.07%, 5-year -1.13%.

PTATX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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