PTFAX Mutual Fund

PTFAX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
+0.83%
3 Months
+7.75%
6 Months
+7.68%
YTD
+16.37%
1 Year
+20.37%
3 Years (annualized)
+7.42%
5 Years (annualized)
+4.65%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTFAX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+16.37%
Peer Avg (YTD)
+4.75%
vs Peers
+11.62%

PTFAX Mutual Fund Performance

PTFAX performance across multiple time periods: 1-month 0.83%, YTD 16.37%, 1-year 20.37%, 3-year 7.42%, 5-year 4.65%, 10-year 1.34%.

PTFAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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