PTECX Mutual Fund

NAV$7.86

Returns Overview

1 Month
+2.88%
3 Months
+2.83%
6 Months
+1.91%
YTD
+0.99%
1 Year
-0.53%
3 Years (annualized)
+4.30%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTECX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+1.27%
vs Peers
-0.28%

PTECX Mutual Fund Performance

PTECX performance across multiple time periods: 1-month 2.88%, YTD 0.99%, 1-year -0.53%, 3-year 4.30%, 5-year 0.03%, 10-year 1.31%.

PTECX returns trail the peer average of 1.27% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

PTECX performance comparison shows side-by-side returns with another fund. PTECX alternatives are available in the Mutual Fund Screener.