PTBMX Mutual Fund

PTBMX Mutual Fund

NAV$12.40
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Returns Overview

1 Month
-0.32%
3 Months
+1.22%
6 Months
+2.22%
YTD
+3.24%
1 Year
+8.31%
3 Years (annualized)
+8.18%
5 Years (annualized)
+3.40%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTBMX 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
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📉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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+6.99%
vs Peers
-3.75%

PTBMX Mutual Fund Performance

PTBMX performance across multiple time periods: 1-month -0.32%, YTD 3.24%, 1-year 8.31%, 3-year 8.18%, 5-year 3.40%, 10-year 6.00%.

PTBMX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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