PTYIX Mutual Fund

PTYIX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
+2.76%
3 Months
-2.00%
6 Months
-1.64%
YTD
+0.36%
1 Year
+0.72%
3 Years (annualized)
+6.90%
5 Years (annualized)
+0.83%
10 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTYIX 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
High-Yield Index
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
-0.87%
vs Peers
+1.23%

PTYIX Mutual Fund Performance

PTYIX performance across multiple time periods: 1-month 2.76%, YTD 0.36%, 1-year 0.72%, 3-year 6.90%, 5-year 0.83%, 10-year 2.69%.

PTYIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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