PTBEX Mutual Fund

PTBEX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
+0.48%
3 Months
+3.27%
6 Months
+2.23%
YTD
+2.14%
1 Year
+7.30%
3 Years (annualized)
-1.37%
5 Years (annualized)
+0.28%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTBEX 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
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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)
+2.14%
Peer Avg (YTD)
+1.70%
vs Peers
+0.44%

PTBEX Mutual Fund Performance

PTBEX performance across multiple time periods: 1-month 0.48%, YTD 2.14%, 1-year 7.30%, 3-year -1.37%, 5-year 0.28%, 10-year 1.62%.

PTBEX returns outperform the peer average of 1.70% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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