PTEAX Mutual Fund

PTEAX Mutual Fund

NAV$6.23
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Returns Overview

1 Month
-0.31%
3 Months
-1.17%
6 Months
-1.87%
YTD
-0.55%
1 Year
+3.57%
3 Years (annualized)
+2.76%
5 Years (annualized)
-0.39%
10 Years (annualized)
+1.48%

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)
-0.55%
Peer Avg (YTD)
+0.15%
vs Peers
-0.70%

PTEAX Mutual Fund Performance

PTEAX performance across multiple time periods: 1-month -0.31%, YTD -0.55%, 1-year 3.57%, 3-year 2.76%, 5-year -0.39%, 10-year 1.48%.

PTEAX returns trail the peer average of 0.15% 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.