PTMCX Mutual Fund

PTMCX Mutual Fund

NAV$20.48
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Returns Overview

1 Month
-0.40%
3 Months
+1.82%
6 Months
+16.72%
YTD
+12.56%
1 Year
+16.87%
3 Years (annualized)
+19.16%
5 Years (annualized)
+11.51%
10 Years (annualized)
+13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTMCX 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)
+12.56%
Peer Avg (YTD)
+9.98%
vs Peers
+2.57%

PTMCX Mutual Fund Performance

PTMCX performance across multiple time periods: 1-month -0.40%, YTD 12.56%, 1-year 16.87%, 3-year 19.16%, 5-year 11.51%, 10-year 13.21%.

PTMCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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