PTCAX Mutual Fund

PTCAX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
+1.19%
3 Months
+1.13%
6 Months
+3.66%
YTD
+5.89%
1 Year
+9.94%
3 Years (annualized)
+10.67%
5 Years (annualized)
+4.28%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCAX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+8.76%
vs Peers
-2.87%

PTCAX Mutual Fund Performance

PTCAX performance across multiple time periods: 1-month 1.19%, YTD 5.89%, 1-year 9.94%, 3-year 10.67%, 5-year 4.28%, 10-year 7.64%.

PTCAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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