PTFAX Mutual Fund

NAV$8.30

Returns Overview

1 Month
+1.58%
3 Months
-1.73%
6 Months
+9.70%
YTD
+8.72%
1 Year
+15.61%
3 Years (annualized)
+6.09%
5 Years (annualized)
+2.69%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTFAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+3.47%
vs Peers
+5.25%

PTFAX Mutual Fund Performance

PTFAX performance across multiple time periods: 1-month 1.58%, YTD 8.72%, 1-year 15.61%, 3-year 6.09%, 5-year 2.69%, 10-year 0.78%.

PTFAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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