PTBCX Mutual Fund

PTBCX Mutual Fund

NAV$6.21
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Returns Overview

1 Month
-0.23%
3 Months
-1.39%
6 Months
-2.31%
YTD
-1.00%
1 Year
+2.75%
3 Years (annualized)
+1.97%
5 Years (annualized)
-1.28%
10 Years (annualized)
+0.61%

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
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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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+0.15%
vs Peers
-1.15%

PTBCX Mutual Fund Performance

PTBCX performance across multiple time periods: 1-month -0.23%, YTD -1.00%, 1-year 2.75%, 3-year 1.97%, 5-year -1.28%, 10-year 0.61%.

PTBCX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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