PTLCX Mutual Fund

PTLCX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.25%
3 Months
+0.32%
6 Months
-0.09%
YTD
+0.56%
1 Year
+1.89%
3 Years (annualized)
+4.12%
5 Years (annualized)
+1.37%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTLCX 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)
+0.56%
Peer Avg (YTD)
+2.15%
vs Peers
-1.60%

PTLCX Mutual Fund Performance

PTLCX performance across multiple time periods: 1-month 0.25%, YTD 0.56%, 1-year 1.89%, 3-year 4.12%, 5-year 1.37%, 10-year 1.42%.

PTLCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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