PTCAX Mutual Fund

PTCAX Mutual Fund

NAV$15.36
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Returns Overview

1 Month
-0.20%
3 Months
+1.89%
6 Months
+3.35%
YTD
+4.64%
1 Year
+10.84%
3 Years (annualized)
+9.54%
5 Years (annualized)
+4.30%
10 Years (annualized)
+7.52%

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
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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+6.99%
vs Peers
-2.35%

PTCAX Mutual Fund Performance

PTCAX performance across multiple time periods: 1-month -0.20%, YTD 4.64%, 1-year 10.84%, 3-year 9.54%, 5-year 4.30%, 10-year 7.52%.

PTCAX returns trail the peer average of 6.99% 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.