PTTAX Mutual Fund

PTTAX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
-3.37%
3 Months
-4.24%
6 Months
-3.05%
YTD
-3.30%
1 Year
-1.83%
3 Years (annualized)
+5.07%
5 Years (annualized)
-0.07%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTTAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.30%
Peer Avg (YTD)
+0.50%
vs Peers
-3.79%

PTTAX Mutual Fund Performance

PTTAX performance across multiple time periods: 1-month -3.37%, YTD -3.30%, 1-year -1.83%, 3-year 5.07%, 5-year -0.07%, 10-year 1.61%.

PTTAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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