PTFIX Mutual Fund

NAV$14.16

Returns Overview

1 Month
+0.57%
3 Months
+2.65%
6 Months
+1.83%
YTD
+1.72%
1 Year
+5.95%
3 Years (annualized)
-0.51%
5 Years (annualized)
+0.72%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTFIX 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
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+1.70%
vs Peers
+0.02%

PTFIX Mutual Fund Performance

PTFIX performance across multiple time periods: 1-month 0.57%, YTD 1.72%, 1-year 5.95%, 3-year -0.51%, 5-year 0.72%, 10-year 1.84%.

PTFIX returns outperform the peer average of 1.70% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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