PTCIX Mutual Fund

PTCIX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
+3.38%
3 Months
-1.05%
6 Months
-2.65%
YTD
-2.89%
1 Year
-3.83%
3 Years (annualized)
+7.51%
5 Years (annualized)
-3.01%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCIX 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
Bloomberg Barclays US Long Credit Index(^BBULCRI)
This Mutual Fund (YTD)
-2.89%
Peer Avg (YTD)
+1.93%
vs Peers
-4.82%

PTCIX Mutual Fund Performance

PTCIX performance across multiple time periods: 1-month 3.38%, YTD -2.89%, 1-year -3.83%, 3-year 7.51%, 5-year -3.01%, 10-year 1.96%.

PTCIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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