PLTFX Mutual Fund

PLTFX Mutual Fund

NAV$15.45
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Returns Overview

1 Month
+1.84%
3 Months
+2.37%
6 Months
+7.40%
YTD
+9.99%
1 Year
+15.81%
3 Years (annualized)
+16.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+8.76%
vs Peers
+1.24%

PLTFX Mutual Fund Performance

PLTFX performance across multiple time periods: 1-month 1.84%, YTD 9.99%, 1-year 15.81%, 3-year 16.13%.

PLTFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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