PTMAX Mutual Fund

PTMAX Mutual Fund

NAV$25.30
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Returns Overview

1 Month
+2.34%
3 Months
+2.04%
6 Months
+12.12%
YTD
+13.60%
1 Year
+22.08%
3 Years (annualized)
+21.24%
5 Years (annualized)
+12.99%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTMAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+11.21%
vs Peers
+2.39%

PTMAX Mutual Fund Performance

PTMAX performance across multiple time periods: 1-month 2.34%, YTD 13.60%, 1-year 22.08%, 3-year 21.24%, 5-year 12.99%, 10-year 14.39%.

PTMAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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