PTMAX Mutual Fund

PTMAX Mutual Fund

NAV$25.27
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Returns Overview

1 Month
-0.36%
3 Months
+2.01%
6 Months
+17.19%
YTD
+13.19%
1 Year
+17.73%
3 Years (annualized)
+21.24%
5 Years (annualized)
+12.99%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTMAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+9.98%
vs Peers
+3.21%

PTMAX Mutual Fund Performance

PTMAX performance across multiple time periods: 1-month -0.36%, YTD 13.19%, 1-year 17.73%, 3-year 21.24%, 5-year 12.99%, 10-year 14.39%.

PTMAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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