PTLNX Mutual Fund

PTLNX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
+0.29%
3 Months
+0.45%
6 Months
+0.16%
YTD
+0.88%
1 Year
+2.39%
3 Years (annualized)
+4.63%
5 Years (annualized)
+1.92%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTLNX 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)
+0.88%
Peer Avg (YTD)
+2.15%
vs Peers
-1.27%

PTLNX Mutual Fund Performance

PTLNX performance across multiple time periods: 1-month 0.29%, YTD 0.88%, 1-year 2.39%, 3-year 4.63%, 5-year 1.92%, 10-year 1.92%.

PTLNX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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