PTMAX Mutual Fund

PTMAX Mutual Fund

NAV$24.93
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Returns Overview

1 Month
+0.04%
3 Months
+4.27%
6 Months
+9.03%
YTD
+11.01%
1 Year
+22.39%
3 Years (annualized)
+19.80%
5 Years (annualized)
+12.48%
10 Years (annualized)
+13.81%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+9.41%
vs Peers
+1.60%

PTMAX Mutual Fund Performance

PTMAX performance across multiple time periods: 1-month 0.04%, YTD 11.01%, 1-year 22.39%, 3-year 19.80%, 5-year 12.48%, 10-year 13.81%.

PTMAX returns outperform the peer average of 9.41% 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.