PTBCX Mutual Fund

PTBCX Mutual Fund

NAV$6.44
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Returns Overview

1 Month
+3.66%
3 Months
-1.21%
6 Months
-1.83%
YTD
-1.97%
1 Year
-1.69%
3 Years (annualized)
+3.13%
5 Years (annualized)
-1.02%
10 Years (annualized)
+0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTBCX 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
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📉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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-1.97%
Peer Avg (YTD)
-0.30%
vs Peers
-1.67%

PTBCX Mutual Fund Performance

PTBCX performance across multiple time periods: 1-month 3.66%, YTD -1.97%, 1-year -1.69%, 3-year 3.13%, 5-year -1.02%, 10-year 0.71%.

PTBCX returns trail the peer average of -0.30% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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