PTMQX Mutual Fund

PTMQX Mutual Fund

NAV$25.65
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Returns Overview

1 Month
-1.60%
3 Months
+0.39%
6 Months
+4.78%
YTD
+11.66%
1 Year
+13.44%
3 Years (annualized)
+23.66%
5 Years (annualized)
+12.61%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PTMQX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+10.80%
vs Peers
+0.86%

PTMQX Mutual Fund Performance

PTMQX performance across multiple time periods: 1-month -1.60%, YTD 11.66%, 1-year 13.44%, 3-year 23.66%, 5-year 12.61%, 10-year 14.81%.

PTMQX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

PTMQX vs another fund shows side-by-side returns. PTMQX alternatives are available in the Mutual Fund Screener.