PTEIX Mutual Fund

PTEIX Mutual Fund

NAV$7.90
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Returns Overview

1 Month
+3.32%
3 Months
+3.29%
6 Months
+2.07%
YTD
+0.87%
1 Year
-0.31%
3 Years (annualized)
+5.01%
5 Years (annualized)
+0.74%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTEIX 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
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📉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)
+0.87%
Peer Avg (YTD)
+1.27%
vs Peers
-0.40%

PTEIX Mutual Fund Performance

PTEIX performance across multiple time periods: 1-month 3.32%, YTD 0.87%, 1-year -0.31%, 3-year 5.01%, 5-year 0.74%, 10-year 1.86%.

PTEIX returns trail the peer average of 1.27% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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