PTMQX Mutual Fund

PTMQX Mutual Fund

NAV$26.37
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Returns Overview

1 Month
+0.04%
3 Months
+4.38%
6 Months
+9.20%
YTD
+11.23%
1 Year
+22.79%
3 Years (annualized)
+20.21%
5 Years (annualized)
+13.47%
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)
+11.23%
Peer Avg (YTD)
+9.41%
vs Peers
+1.81%

PTMQX Mutual Fund Performance

PTMQX performance across multiple time periods: 1-month 0.04%, YTD 11.23%, 1-year 22.79%, 3-year 20.21%, 5-year 13.47%, 10-year 14.52%.

PTMQX returns outperform the peer average of 9.41% 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.