PTCRX Mutual Fund

PTCRX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-1.82%
3 Months
-2.22%
6 Months
-0.17%
YTD
-0.36%
1 Year
+0.83%
3 Years (annualized)
+7.24%
5 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCRX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
+0.50%
vs Peers
-0.86%

PTCRX Mutual Fund Performance

PTCRX performance across multiple time periods: 1-month -1.82%, YTD -0.36%, 1-year 0.83%, 3-year 7.24%, 5-year 2.92%.

PTCRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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