PTBAX Mutual Fund

NAV$12.92

Returns Overview

1 Month
+0.16%
3 Months
+5.26%
6 Months
+4.23%
YTD
+3.81%
1 Year
+9.47%
3 Years (annualized)
+8.37%
5 Years (annualized)
+3.45%
10 Years (annualized)
+6.31%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+7.64%
vs Peers
-3.83%

PTBAX Mutual Fund Performance

PTBAX performance across multiple time periods: 1-month 0.16%, YTD 3.81%, 1-year 9.47%, 3-year 8.37%, 5-year 3.45%, 10-year 6.31%.

PTBAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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