PLMTX Mutual Fund

NAV$18.27

Returns Overview

1 Month
+0.34%
3 Months
+10.25%
6 Months
+8.78%
YTD
+8.06%
1 Year
+18.83%
3 Years (annualized)
+15.42%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLMTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+7.64%
vs Peers
+0.42%

PLMTX Mutual Fund Performance

PLMTX performance across multiple time periods: 1-month 0.34%, YTD 8.06%, 1-year 18.83%, 3-year 15.42%, 5-year 8.25%, 10-year 10.45%.

PLMTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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