PTBAX Mutual Fund

PTBAX Mutual Fund

NAV$12.93
See how much of PTBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
+1.27%
6 Months
+2.41%
YTD
+3.41%
1 Year
+8.62%
3 Years (annualized)
+7.67%
5 Years (annualized)
+3.19%
10 Years (annualized)
+6.00%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+6.99%
vs Peers
-3.59%

PTBAX Mutual Fund Performance

PTBAX performance across multiple time periods: 1-month -0.39%, YTD 3.41%, 1-year 8.62%, 3-year 7.67%, 5-year 3.19%, 10-year 6.00%.

PTBAX returns trail the peer average of 6.99% 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.