PTHAX Mutual Fund

PTHAX Mutual Fund

NAV$11.59
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Returns Overview

1 Month
+3.42%
3 Months
+3.29%
6 Months
+1.86%
YTD
+1.44%
1 Year
+0.08%
3 Years (annualized)
+6.25%
5 Years (annualized)
+1.91%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTHAX 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)
+1.44%
Peer Avg (YTD)
+1.27%
vs Peers
+0.18%

PTHAX Mutual Fund Performance

PTHAX performance across multiple time periods: 1-month 3.42%, YTD 1.44%, 1-year 0.08%, 3-year 6.25%, 5-year 1.91%, 10-year 2.97%.

PTHAX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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