PLNTX Mutual Fund

PLNTX Mutual Fund

NAV$19.15
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Returns Overview

1 Month
+1.68%
3 Months
+1.73%
6 Months
+7.25%
YTD
+10.43%
1 Year
+18.02%
3 Years (annualized)
+17.11%
5 Years (annualized)
+8.76%
10 Years (annualized)
+10.89%

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)
+10.43%
Peer Avg (YTD)
+8.76%
vs Peers
+1.68%

PLNTX Mutual Fund Performance

PLNTX performance across multiple time periods: 1-month 1.68%, YTD 10.43%, 1-year 18.02%, 3-year 17.11%, 5-year 8.76%, 10-year 10.89%.

PLNTX returns outperform the peer average of 8.76% 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.