PTYIX Mutual Fund

PTYIX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-1.66%
3 Months
+0.37%
6 Months
+1.50%
YTD
+2.41%
1 Year
+8.38%
3 Years (annualized)
+5.29%
5 Years (annualized)
+1.02%
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
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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
High-Yield Index
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+0.23%
vs Peers
+2.18%

PTYIX Mutual Fund Performance

PTYIX performance across multiple time periods: 1-month -1.66%, YTD 2.41%, 1-year 8.38%, 3-year 5.29%, 5-year 1.02%, 10-year 2.69%.

PTYIX returns outperform the peer average of 0.23% 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.