PLKJX Mutual Fund

PLKJX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
-0.24%
3 Months
+4.03%
6 Months
+7.21%
YTD
+9.41%
1 Year
+20.78%
3 Years (annualized)
+16.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLKJX 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 Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+6.99%
vs Peers
+2.42%

PLKJX Mutual Fund Performance

PLKJX performance across multiple time periods: 1-month -0.24%, YTD 9.41%, 1-year 20.78%, 3-year 16.49%.

PLKJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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