PTCSX Mutual Fund

PTCSX Mutual Fund

NAV$15.34
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Returns Overview

1 Month
+1.95%
3 Months
+1.29%
6 Months
+6.46%
YTD
+11.47%
1 Year
+14.14%
3 Years (annualized)
+2.13%
5 Years (annualized)
+6.28%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCSX 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)
+11.47%
Peer Avg (YTD)
+14.82%
vs Peers
-3.35%

PTCSX Mutual Fund Performance

PTCSX performance across multiple time periods: 1-month 1.95%, YTD 11.47%, 1-year 14.14%, 3-year 2.13%, 5-year 6.28%, 10-year 6.17%.

PTCSX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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