PLFTX Mutual Fund

PLFTX Mutual Fund

NAV$14.37
See how much of PLFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.11%
3 Months
+0.83%
6 Months
+3.55%
YTD
+6.04%
1 Year
+10.82%
3 Years (annualized)
+11.38%
5 Years (annualized)
+5.17%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+8.76%
vs Peers
-2.72%

PLFTX Mutual Fund Performance

PLFTX performance across multiple time periods: 1-month 1.11%, YTD 6.04%, 1-year 10.82%, 3-year 11.38%, 5-year 5.17%, 10-year 7.61%.

PLFTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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