PLMTX Mutual Fund

PLMTX Mutual Fund

NAV$18.27
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Returns Overview

1 Month
-0.39%
3 Months
+3.11%
6 Months
+5.79%
YTD
+7.64%
1 Year
+17.40%
3 Years (annualized)
+14.29%
5 Years (annualized)
+7.95%
10 Years (annualized)
+10.03%

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
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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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+7.64%
Peer Avg (YTD)
+6.99%
vs Peers
+0.64%

PLMTX Mutual Fund Performance

PLMTX performance across multiple time periods: 1-month -0.39%, YTD 7.64%, 1-year 17.40%, 3-year 14.29%, 5-year 7.95%, 10-year 10.03%.

PLMTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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