PTRNX Mutual Fund

PTRNX Mutual Fund

NAV$7.80
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Returns Overview

3 Months
-1.05%
6 Months
-2.45%
YTD
-0.61%
1 Year
+1.35%
3 Years (annualized)
+4.15%
5 Years (annualized)
+1.44%
10 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTRNX 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
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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)
-0.61%
Peer Avg (YTD)
+2.15%
vs Peers
-2.76%

PTRNX Mutual Fund Performance

PTRNX performance across multiple time periods: YTD -0.61%, 1-year 1.35%, 3-year 4.15%, 5-year 1.44%, 10-year 2.12%.

PTRNX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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