PTUIX Mutual Fund

PTUIX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+0.30%
3 Months
-0.54%
6 Months
-2.01%
YTD
-0.07%
1 Year
+2.38%
3 Years (annualized)
+4.79%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.80%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.07%
Peer Avg (YTD)
+2.15%
vs Peers
-2.22%

PTUIX Mutual Fund Performance

PTUIX performance across multiple time periods: 1-month 0.30%, YTD -0.07%, 1-year 2.38%, 3-year 4.79%, 5-year 0.03%, 10-year 1.80%.

PTUIX returns trail the peer average of 2.15% 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.