PTRQX Mutual Fund

PTRQX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
+0.43%
3 Months
-1.43%
6 Months
-1.95%
YTD
+0.22%
1 Year
+2.26%
3 Years (annualized)
+9.46%
5 Years (annualized)
+12.14%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTRQX 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)
+0.22%
Peer Avg (YTD)
+2.15%
vs Peers
-1.93%

PTRQX Mutual Fund Performance

PTRQX performance across multiple time periods: 1-month 0.43%, YTD 0.22%, 1-year 2.26%, 3-year 9.46%, 5-year 12.14%, 10-year 7.99%.

PTRQX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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