PLTAX Mutual Fund

PLTAX Mutual Fund

NAV$20.25
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Returns Overview

1 Month
+0.35%
3 Months
+3.73%
6 Months
+6.12%
YTD
+8.04%
1 Year
+16.62%
3 Years (annualized)
+14.48%
5 Years (annualized)
+7.73%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTAX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+6.99%
vs Peers
+1.05%

PLTAX Mutual Fund Performance

PLTAX performance across multiple time periods: 1-month 0.35%, YTD 8.04%, 1-year 16.62%, 3-year 14.48%, 5-year 7.73%, 10-year 10.55%.

PLTAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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