PTFYX Mutual Fund

NAV$11.64
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.42%
3 Months
+3.34%
6 Months
+1.98%
YTD
+1.63%
1 Year
+0.25%
3 Years (annualized)
+6.28%
5 Years (annualized)
+2.04%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTFYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+1.27%
vs Peers
+0.36%

PTFYX Mutual Fund Performance

PTFYX performance across multiple time periods: 1-month 3.42%, YTD 1.63%, 1-year 0.25%, 3-year 6.28%, 5-year 2.04%, 10-year 3.14%.

PTFYX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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