PTTNX Mutual Fund

PTTNX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
-3.35%
3 Months
-4.19%
6 Months
-2.95%
YTD
-3.16%
1 Year
-1.65%
3 Years (annualized)
+5.27%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTTNX 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)
-3.16%
Peer Avg (YTD)
+0.50%
vs Peers
-3.66%

PTTNX Mutual Fund Performance

PTTNX performance across multiple time periods: 1-month -3.35%, YTD -3.16%, 1-year -1.65%, 3-year 5.27%, 5-year 0.08%, 10-year 1.86%.

PTTNX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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