PTCCX Mutual Fund

PTCCX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
+3.35%
3 Months
+2.99%
6 Months
+1.47%
YTD
+1.05%
1 Year
-0.75%
3 Years (annualized)
+5.29%
5 Years (annualized)
+1.05%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCCX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+1.27%
vs Peers
-0.22%

PTCCX Mutual Fund Performance

PTCCX performance across multiple time periods: 1-month 3.35%, YTD 1.05%, 1-year -0.75%, 3-year 5.29%, 5-year 1.05%, 10-year 2.17%.

PTCCX returns trail the peer average of 1.27% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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