PTBSX Mutual Fund

NAV$12.75

Returns Overview

1 Month
+1.41%
3 Months
+0.78%
6 Months
+5.29%
YTD
+9.20%
1 Year
+10.64%
3 Years (annualized)
+1.15%
5 Years (annualized)
+4.67%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTBSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+14.82%
vs Peers
-5.62%

PTBSX Mutual Fund Performance

PTBSX performance across multiple time periods: 1-month 1.41%, YTD 9.20%, 1-year 10.64%, 3-year 1.15%, 5-year 4.67%, 10-year 4.93%.

PTBSX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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