PTXFX Mutual Fund

PTXFX Mutual Fund

NAV$9.54
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Returns Overview

1 Month
+3.06%
3 Months
-1.08%
6 Months
-1.82%
YTD
-1.00%
1 Year
-0.52%
3 Years (annualized)
+4.23%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTXFX 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
Barclays Capital Hawaii Municipal Bond Index(^BCHMUB)
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
-0.87%
vs Peers
-0.13%

PTXFX Mutual Fund Performance

PTXFX performance across multiple time periods: 1-month 3.06%, YTD -1.00%, 1-year -0.52%, 3-year 4.23%, 5-year 0.67%, 10-year 1.51%.

PTXFX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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