PTLCX Mutual Fund

NAV$9.22

Returns Overview

1 Month
+0.08%
3 Months
+0.47%
6 Months
+0.32%
YTD
+0.32%
1 Year
+2.50%
3 Years (annualized)
+4.41%
5 Years (annualized)
+1.30%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTLCX 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

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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 Bank of America Merrill Lynch 1-3 Year US Treasuries Index(G1O2)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+3.23%
vs Peers
-2.91%

PTLCX Mutual Fund Performance

PTLCX performance across multiple time periods: 1-month 0.08%, YTD 0.32%, 1-year 2.50%, 3-year 4.41%, 5-year 1.30%, 10-year 1.41%.

PTLCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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