PTRAX Mutual Fund

PTRAX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
-1.43%
3 Months
-0.55%
6 Months
-0.85%
YTD
-0.42%
1 Year
+3.95%
3 Years (annualized)
+4.75%
5 Years (annualized)
-0.08%
10 Years (annualized)
+1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTRAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+0.12%
vs Peers
-0.54%

PTRAX Mutual Fund Performance

PTRAX performance across multiple time periods: 1-month -1.43%, YTD -0.42%, 1-year 3.95%, 3-year 4.75%, 5-year -0.08%, 10-year 1.64%.

PTRAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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