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PTLDX: LOW DURATION FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 9.3 0(0.0%) July 25
See more info about PTLDXAsset Class: | Short-Term Bond |
MyPlanIQ Rating: | (90%) |
Start Date: | 06/29/1987 |
Last Dividend Date: | 05/30/2025 |
12-Mo. Yield | 3.89% |
Expenses | 1.05% |
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Performance Analytics (As of 07/22/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/02/1987 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | -0.0 | 2.3 | 5.0 | 3.9 | 1.4 | 1.8 | 2.0 | 2.8 | 4.7 |
Sharpe Ratio ? | NA | 0.56 | 0.81 | 0.23 | -0.26 | 0.18 | NA | NA | 0.94 |
Draw Down(%) ? | NA | 0.9 | 1.0 | 3.0 | 7.7 | 7.7 | NA | NA | 8.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/1987
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