PTEXX Mutual Fund

NAV$1.00

Returns Overview

3 Months
+0.38%
6 Months
+0.67%
YTD
+0.67%
1 Year
+1.61%
3 Years (annualized)
+2.37%
5 Years (annualized)
+1.85%
10 Years (annualized)
+1.23%

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
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
Lipper Tax-Exempt Money Market Funds Index(LIPTEMMFI)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+1.70%
vs Peers
-1.03%

PTEXX Mutual Fund Performance

PTEXX performance across multiple time periods: YTD 0.67%, 1-year 1.61%, 3-year 2.37%, 5-year 1.85%, 10-year 1.23%.

PTEXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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