PTEAX Mutual Fund

PTEAX Mutual Fund

NAV$6.55
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Returns Overview

1 Month
-1.61%
3 Months
-0.25%
6 Months
-0.83%
YTD
+0.35%
1 Year
+4.74%
3 Years (annualized)
+2.54%
5 Years (annualized)
-0.42%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTEAX 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 Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.23%
vs Peers
+0.12%

PTEAX Mutual Fund Performance

PTEAX performance across multiple time periods: 1-month -1.61%, YTD 0.35%, 1-year 4.74%, 3-year 2.54%, 5-year -0.42%, 10-year 1.55%.

PTEAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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