PTUIX Mutual Fund

PTUIX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-1.29%
3 Months
-0.37%
6 Months
-0.79%
YTD
-0.37%
1 Year
+3.51%
3 Years (annualized)
+4.48%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTUIX 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 Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+0.12%
vs Peers
-0.49%

PTUIX Mutual Fund Performance

PTUIX performance across multiple time periods: 1-month -1.29%, YTD -0.37%, 1-year 3.51%, 3-year 4.48%, 5-year 0.03%, 10-year 1.76%.

PTUIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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