PTCMX Mutual Fund

PTCMX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-0.27%
3 Months
+1.84%
6 Months
+3.18%
YTD
+4.48%
1 Year
+10.49%
3 Years (annualized)
+9.28%
5 Years (annualized)
+4.06%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCMX 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)
+4.48%
Peer Avg (YTD)
+6.99%
vs Peers
-2.51%

PTCMX Mutual Fund Performance

PTCMX performance across multiple time periods: 1-month -0.27%, YTD 4.48%, 1-year 10.49%, 3-year 9.28%, 5-year 4.06%, 10-year 7.29%.

PTCMX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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