PTLAX Mutual Fund

PTLAX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.77%
3 Months
-0.17%
6 Months
+0.09%
YTD
+0.35%
1 Year
+1.10%
3 Years (annualized)
+4.22%
5 Years (annualized)
+1.77%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTLAX 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
ICE Bank of America Merrill Lynch 1-3 Year US Treasuries Index(G1O2)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+1.93%
vs Peers
-1.58%

PTLAX Mutual Fund Performance

PTLAX performance across multiple time periods: 1-month 0.77%, YTD 0.35%, 1-year 1.10%, 3-year 4.22%, 5-year 1.77%, 10-year 1.66%.

PTLAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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