PTMCX Mutual Fund

NAV$20.33

Returns Overview

1 Month
-0.40%
3 Months
+14.64%
6 Months
+11.04%
YTD
+10.55%
1 Year
+24.19%
3 Years (annualized)
+18.87%
5 Years (annualized)
+12.06%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTMCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+9.51%
vs Peers
+1.04%

PTMCX Mutual Fund Performance

PTMCX performance across multiple time periods: 1-month -0.40%, YTD 10.55%, 1-year 24.19%, 3-year 18.87%, 5-year 12.06%, 10-year 13.40%.

PTMCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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