PTIAX Mutual Fund

PTIAX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
+0.31%
3 Months
-0.84%
6 Months
-2.32%
YTD
+0.00%
1 Year
+2.49%
3 Years (annualized)
+4.94%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTIAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.00%
Peer Avg (YTD)
+2.15%
vs Peers
-2.15%

PTIAX Mutual Fund Performance

PTIAX performance across multiple time periods: 1-month 0.31%, YTD 0.00%, 1-year 2.49%, 3-year 4.94%, 5-year 0.62%, 10-year 2.61%.

PTIAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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