PTEBX Mutual Fund

PTEBX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-1.49%
3 Months
-0.08%
6 Months
+0.53%
YTD
+1.25%
1 Year
+6.70%
3 Years (annualized)
+3.24%
5 Years (annualized)
+0.37%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTEBX 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 US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.23%
vs Peers
+1.02%

PTEBX Mutual Fund Performance

PTEBX performance across multiple time periods: 1-month -1.49%, YTD 1.25%, 1-year 6.70%, 3-year 3.24%, 5-year 0.37%, 10-year 1.83%.

PTEBX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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