PTYIX Mutual Fund

PTYIX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
-4.46%
3 Months
-6.23%
6 Months
-3.01%
YTD
-2.35%
1 Year
-0.56%
3 Years (annualized)
+5.35%
5 Years (annualized)
+0.86%
10 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTYIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
High-Yield Index
This Mutual Fund (YTD)
-2.35%
Peer Avg (YTD)
-3.84%
vs Peers
+1.49%

PTYIX Mutual Fund Performance

PTYIX performance across multiple time periods: 1-month -4.46%, YTD -2.35%, 1-year -0.56%, 3-year 5.35%, 5-year 0.86%, 10-year 2.69%.

PTYIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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