PTMCX Mutual Fund

PTMCX Mutual Fund

NAV$19.65
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Returns Overview

1 Month
-1.74%
3 Months
+0.10%
6 Months
+4.15%
YTD
+10.60%
1 Year
+12.16%
3 Years (annualized)
+22.30%
5 Years (annualized)
+11.39%
10 Years (annualized)
+13.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTMCX 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)
+10.60%
Peer Avg (YTD)
+17.72%
vs Peers
-7.11%

PTMCX Mutual Fund Performance

PTMCX performance across multiple time periods: 1-month -1.74%, YTD 10.60%, 1-year 12.16%, 3-year 22.30%, 5-year 11.39%, 10-year 13.56%.

PTMCX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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