PTEBX Mutual Fund

PTEBX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
+2.82%
3 Months
-1.58%
6 Months
-1.65%
YTD
-0.35%
1 Year
-0.28%
3 Years (annualized)
+4.48%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.65%

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)
-0.35%
Peer Avg (YTD)
-0.87%
vs Peers
+0.52%

PTEBX Mutual Fund Performance

PTEBX performance across multiple time periods: 1-month 2.82%, YTD -0.35%, 1-year -0.28%, 3-year 4.48%, 5-year 0.10%, 10-year 1.65%.

PTEBX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.79%, 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.