PTCIX Mutual Fund

NAV$8.47

Returns Overview

1 Month
-4.40%
3 Months
-3.75%
6 Months
-5.68%
YTD
-4.62%
1 Year
+5.56%
3 Years (annualized)
+4.83%
5 Years (annualized)
-2.04%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTCIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Long Credit Index(^BBULCRI)
This Mutual Fund (YTD)
-4.62%
Peer Avg (YTD)
+3.23%
vs Peers
-7.84%

PTCIX Mutual Fund Performance

PTCIX performance across multiple time periods: 1-month -4.40%, YTD -4.62%, 1-year 5.56%, 3-year 4.83%, 5-year -2.04%, 10-year 2.62%.

PTCIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

PTCIX performance comparison shows side-by-side returns with another fund. PTCIX alternatives are available in the Mutual Fund Screener.