PLTDX Mutual Fund

PLTDX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-1.52%
3 Months
-1.19%
6 Months
+2.40%
YTD
+6.56%
1 Year
+8.83%
3 Years (annualized)
+17.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTDX 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

This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+6.70%
vs Peers
-0.14%

PLTDX Mutual Fund Performance

PLTDX performance across multiple time periods: 1-month -1.52%, YTD 6.56%, 1-year 8.83%, 3-year 17.53%.

PLTDX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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