PTCMX Mutual Fund

PTCMX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-1.79%
3 Months
-0.94%
6 Months
+5.94%
YTD
+3.78%
1 Year
+5.94%
3 Years (annualized)
+11.04%
5 Years (annualized)
+4.40%
10 Years (annualized)
+7.60%

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
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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)
+3.78%
Peer Avg (YTD)
+7.09%
vs Peers
-3.30%

PTCMX Mutual Fund Performance

PTCMX performance across multiple time periods: 1-month -1.79%, YTD 3.78%, 1-year 5.94%, 3-year 11.04%, 5-year 4.40%, 10-year 7.60%.

PTCMX returns trail the peer average of 7.09% 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.