PTEYX Mutual Fund

PTEYX Mutual Fund

NAV$7.86
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Returns Overview

1 Month
+2.96%
3 Months
+3.09%
6 Months
+2.42%
YTD
+1.74%
1 Year
+0.46%
3 Years (annualized)
+5.29%
5 Years (annualized)
+1.02%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTEYX 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 Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+1.27%
vs Peers
+0.47%

PTEYX Mutual Fund Performance

PTEYX performance across multiple time periods: 1-month 2.96%, YTD 1.74%, 1-year 0.46%, 3-year 5.29%, 5-year 1.02%, 10-year 2.30%.

PTEYX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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