PTBCX Mutual Fund

NAV$6.61

Returns Overview

1 Month
+0.68%
3 Months
+2.37%
6 Months
+1.08%
YTD
+1.08%
1 Year
+5.15%
3 Years (annualized)
+2.39%
5 Years (annualized)
-0.79%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTBCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+1.79%
vs Peers
-0.71%

PTBCX Mutual Fund Performance

PTBCX performance across multiple time periods: 1-month 0.68%, YTD 1.08%, 1-year 5.15%, 3-year 2.39%, 5-year -0.79%, 10-year 0.84%.

PTBCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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