PTMQX Mutual Fund

NAV$26.54

Returns Overview

1 Month
-0.27%
3 Months
+15.01%
6 Months
+11.67%
YTD
+11.18%
1 Year
+25.59%
3 Years (annualized)
+20.38%
5 Years (annualized)
+13.41%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+9.51%
vs Peers
+1.68%

PTMQX Mutual Fund Performance

PTMQX performance across multiple time periods: 1-month -0.27%, YTD 11.18%, 1-year 25.59%, 3-year 20.38%, 5-year 13.41%.

PTMQX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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