PTEBX Mutual Fund

PTEBX Mutual Fund

NAV$11.41
See how much of PTEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.07%
3 Months
-5.70%
6 Months
-3.10%
YTD
-3.08%
1 Year
-1.73%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTEBX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Municipal Index(^BBUMUI)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
-3.84%
vs Peers
+0.76%

PTEBX Mutual Fund Performance

PTEBX performance across multiple time periods: 1-month -4.07%, YTD -3.08%, 1-year -1.73%, 3-year 3.53%, 5-year 0.49%, 10-year 1.81%.

PTEBX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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