PFTCX Mutual Fund

PFTCX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.10%
3 Months
+0.50%
6 Months
+1.85%
YTD
+2.62%
1 Year
+3.76%
3 Years (annualized)
+4.92%
5 Years (annualized)
+3.43%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFTCX 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
FTSE 3-month Treasury Bill Index
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+0.50%
vs Peers
+2.12%

PFTCX Mutual Fund Performance

PFTCX performance across multiple time periods: 1-month -0.10%, YTD 2.62%, 1-year 3.76%, 3-year 4.92%, 5-year 3.43%, 10-year 2.40%.

PFTCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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