PLRTX Mutual Fund

PLRTX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-0.48%
3 Months
+2.59%
6 Months
+4.85%
YTD
+6.46%
1 Year
+15.17%
3 Years (annualized)
+12.40%
5 Years (annualized)
+6.62%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLRTX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+6.99%
vs Peers
-0.53%

PLRTX Mutual Fund Performance

PLRTX performance across multiple time periods: 1-month -0.48%, YTD 6.46%, 1-year 15.17%, 3-year 12.40%, 5-year 6.62%, 10-year 9.07%.

PLRTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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