PTEXX Mutual Fund

PTEXX Mutual Fund

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Returns Overview

3 Months
+0.33%
6 Months
+0.69%
YTD
+1.34%
1 Year
+1.72%
3 Years (annualized)
+2.41%
5 Years (annualized)
+2.08%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTEXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Tax-Exempt Money Market Funds Index(LIPTEMMFI)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+2.21%
vs Peers
-0.88%

PTEXX Mutual Fund Performance

PTEXX performance across multiple time periods: YTD 1.34%, 1-year 1.72%, 3-year 2.41%, 5-year 2.08%, 10-year 1.31%.

PTEXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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