PTRQX Mutual Fund

PTRQX Mutual Fund

NAV$11.52
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Returns Overview

1 Month
+1.84%
3 Months
-0.58%
6 Months
-1.37%
YTD
-0.79%
1 Year
-0.45%
3 Years (annualized)
+6.23%
5 Years (annualized)
+0.24%
10 Years (annualized)
+2.13%

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
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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)
-0.79%
Peer Avg (YTD)
+1.93%
vs Peers
-2.71%

PTRQX Mutual Fund Performance

PTRQX performance across multiple time periods: 1-month 1.84%, YTD -0.79%, 1-year -0.45%, 3-year 6.23%, 5-year 0.24%, 10-year 2.13%.

PTRQX returns trail the peer average of 1.93% 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.