PTAXX Mutual Fund

PTAXX Mutual Fund

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Returns Overview

3 Months
+0.85%
6 Months
+1.42%
YTD
+1.42%
1 Year
+3.54%
3 Years (annualized)
+3.65%
5 Years (annualized)
+2.94%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTAXX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+2.25%
vs Peers
-0.83%

PTAXX Mutual Fund Performance

PTAXX performance across multiple time periods: YTD 1.42%, 1-year 3.54%, 3-year 3.65%, 5-year 2.94%, 10-year 1.90%.

PTAXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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