PTLAX Mutual Fund

NAV$9.20

Returns Overview

1 Month
+0.11%
3 Months
+0.55%
6 Months
+0.49%
YTD
+0.49%
1 Year
+2.86%
3 Years (annualized)
+4.78%
5 Years (annualized)
+1.65%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTLAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Treasuries Index(G1O2)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+3.23%
vs Peers
-2.74%

PTLAX Mutual Fund Performance

PTLAX performance across multiple time periods: 1-month 0.11%, YTD 0.49%, 1-year 2.86%, 3-year 4.78%, 5-year 1.65%, 10-year 1.76%.

PTLAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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