PLNTX Mutual Fund

PLNTX Mutual Fund

NAV$19.47
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Returns Overview

1 Month
-0.26%
3 Months
+3.59%
6 Months
+6.54%
YTD
+8.61%
1 Year
+19.26%
3 Years (annualized)
+15.51%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLNTX 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 2045 Total Return USD(^SPTD45T:SP)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+6.99%
vs Peers
+1.62%

PLNTX Mutual Fund Performance

PLNTX performance across multiple time periods: 1-month -0.26%, YTD 8.61%, 1-year 19.26%, 3-year 15.51%, 5-year 8.86%, 10-year 10.71%.

PLNTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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