PLTCX Mutual Fund

NAV$20.53

Returns Overview

1 Month
+0.15%
3 Months
+11.31%
6 Months
+8.41%
YTD
+7.54%
1 Year
+17.14%
3 Years (annualized)
+14.25%
5 Years (annualized)
+7.10%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTCX 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

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+7.54%
Peer Avg (YTD)
+7.64%
vs Peers
-0.10%

PLTCX Mutual Fund Performance

PLTCX performance across multiple time periods: 1-month 0.15%, YTD 7.54%, 1-year 17.14%, 3-year 14.25%, 5-year 7.10%, 10-year 10.41%.

PLTCX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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