PTHYX Mutual Fund

PTHYX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
+0.53%
3 Months
+4.23%
6 Months
+4.16%
YTD
+5.25%
1 Year
+10.18%
3 Years (annualized)
-1.03%
5 Years (annualized)
+1.04%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTHYX 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)
+5.25%
Peer Avg (YTD)
+1.70%
vs Peers
+3.55%

PTHYX Mutual Fund Performance

PTHYX performance across multiple time periods: 1-month 0.53%, YTD 5.25%, 1-year 10.18%, 3-year -1.03%, 5-year 1.04%, 10-year 2.70%.

PTHYX returns outperform the peer average of 1.70% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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