PTCPX Mutual Fund

PTCPX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-0.20%
3 Months
+1.97%
6 Months
+3.37%
YTD
+4.67%
1 Year
+10.89%
3 Years (annualized)
+9.62%
5 Years (annualized)
+4.38%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCPX 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)
+4.67%
Peer Avg (YTD)
+6.99%
vs Peers
-2.32%

PTCPX Mutual Fund Performance

PTCPX performance across multiple time periods: 1-month -0.20%, YTD 4.67%, 1-year 10.89%, 3-year 9.62%, 5-year 4.38%, 10-year 7.63%.

PTCPX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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