PTBXX Mutual Fund

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Returns Overview

3 Months
+0.82%
6 Months
+2.15%
YTD
+3.01%
1 Year
+4.79%
3 Years (annualized)
+3.10%
5 Years (annualized)
+2.02%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTBXX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+2.63%
vs Peers
+0.38%

PTBXX Mutual Fund Performance

PTBXX performance across multiple time periods: YTD 3.01%, 1-year 4.79%, 3-year 3.10%, 5-year 2.02%, 10-year 1.34%.

PTBXX returns outperform the peer average of 2.63% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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