PTSRX Mutual Fund

PTSRX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+0.33%
3 Months
+1.16%
6 Months
+2.07%
YTD
+2.46%
1 Year
+4.26%
3 Years (annualized)
+5.04%
5 Years (annualized)
+3.43%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTSRX 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
FTSE 3-month Treasury Bill Index
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+0.12%
vs Peers
+2.34%

PTSRX Mutual Fund Performance

PTSRX performance across multiple time periods: 1-month 0.33%, YTD 2.46%, 1-year 4.26%, 3-year 5.04%, 5-year 3.43%, 10-year 2.57%.

PTSRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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