PTLDX Mutual Fund

PTLDX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.30%
3 Months
+0.48%
6 Months
+0.23%
YTD
+0.98%
1 Year
+2.54%
3 Years (annualized)
+4.79%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTLDX 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)
+0.98%
Peer Avg (YTD)
+2.15%
vs Peers
-1.17%

PTLDX Mutual Fund Performance

PTLDX performance across multiple time periods: 1-month 0.30%, YTD 0.98%, 1-year 2.54%, 3-year 4.79%, 5-year 2.01%, 10-year 2.07%.

PTLDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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