PTFSX Mutual Fund

PTFSX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.90%
3 Months
+2.00%
6 Months
+4.76%
YTD
+1.74%
1 Year
+5.51%
3 Years (annualized)
+3.54%
5 Years (annualized)
+1.67%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTFSX 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
Barclays Capital Hawaii 3-Year Municipal Bond Index(^BCH3YMUB)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+1.38%
vs Peers
+0.36%

PTFSX Mutual Fund Performance

PTFSX performance across multiple time periods: 1-month 0.90%, YTD 1.74%, 1-year 5.51%, 3-year 3.54%, 5-year 1.67%, 10-year 1.50%.

PTFSX returns outperform the peer average of 1.38% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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