PLTBX Mutual Fund

NAV$13.11

Returns Overview

1 Month
+3.37%
3 Months
+2.73%
6 Months
+8.30%
YTD
+17.05%
1 Year
+22.36%
3 Years (annualized)
-7.56%
5 Years (annualized)
-0.32%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+17.05%
Peer Avg (YTD)
+14.82%
vs Peers
+2.23%

PLTBX Mutual Fund Performance

PLTBX performance across multiple time periods: 1-month 3.37%, YTD 17.05%, 1-year 22.36%, 3-year -7.56%, 5-year -0.32%, 10-year 3.14%.

PLTBX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

PLTBX performance comparison shows side-by-side returns with another fund. PLTBX alternatives are available in the Mutual Fund Screener.