PLRTX Mutual Fund

PLRTX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
+1.32%
3 Months
+1.14%
6 Months
+5.04%
YTD
+7.86%
1 Year
+13.98%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.52%
10 Years (annualized)
+9.21%

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
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📉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)
+7.86%
Peer Avg (YTD)
+8.76%
vs Peers
-0.89%

PLRTX Mutual Fund Performance

PLRTX performance across multiple time periods: 1-month 1.32%, YTD 7.86%, 1-year 13.98%, 3-year 13.67%, 5-year 6.52%, 10-year 9.21%.

PLRTX returns trail the peer average of 8.76% 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.