PTMQX Mutual Fund

PTMQX Mutual Fund

NAV$26.65
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Returns Overview

1 Month
+2.37%
3 Months
+2.13%
6 Months
+12.26%
YTD
+13.86%
1 Year
+22.51%
3 Years (annualized)
+21.64%
5 Years (annualized)
+13.39%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTMQX 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)
+13.86%
Peer Avg (YTD)
+11.21%
vs Peers
+2.65%

PTMQX Mutual Fund Performance

PTMQX performance across multiple time periods: 1-month 2.37%, YTD 13.86%, 1-year 22.51%, 3-year 21.64%, 5-year 13.39%, 10-year 14.52%.

PTMQX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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