PTATX Mutual Fund

PTATX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
-1.27%
3 Months
-0.73%
6 Months
-0.92%
YTD
-0.53%
1 Year
+2.49%
3 Years (annualized)
+3.69%
5 Years (annualized)
-1.10%

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)
-0.53%
Peer Avg (YTD)
+0.12%
vs Peers
-0.65%

PTATX Mutual Fund Performance

PTATX performance across multiple time periods: 1-month -1.27%, YTD -0.53%, 1-year 2.49%, 3-year 3.69%, 5-year -1.10%.

PTATX returns trail the peer average of 0.12% 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.