PTBAX Mutual Fund

PTBAX Mutual Fund

NAV$12.68
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Returns Overview

1 Month
+0.94%
3 Months
+0.70%
6 Months
+2.39%
YTD
+4.38%
1 Year
+7.71%
3 Years (annualized)
+8.51%
5 Years (annualized)
+3.19%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTBAX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+8.76%
vs Peers
-4.38%

PTBAX Mutual Fund Performance

PTBAX performance across multiple time periods: 1-month 0.94%, YTD 4.38%, 1-year 7.71%, 3-year 8.51%, 5-year 3.19%, 10-year 6.08%.

PTBAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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