PTBMX Mutual Fund

PTBMX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+0.89%
3 Months
+0.64%
6 Months
+2.29%
YTD
+4.16%
1 Year
+7.47%
3 Years (annualized)
+1.82%
5 Years (annualized)
-4.17%
10 Years (annualized)
-0.68%

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
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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+8.76%
vs Peers
-4.60%

PTBMX Mutual Fund Performance

PTBMX performance across multiple time periods: 1-month 0.89%, YTD 4.16%, 1-year 7.47%, 3-year 1.82%, 5-year -4.17%, 10-year -0.68%.

PTBMX returns trail the peer average of 8.76% 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.