PLTFX Mutual Fund

PLTFX Mutual Fund

NAV$15.61
See how much of PLTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.33%
3 Months
+3.74%
6 Months
+6.13%
YTD
+8.01%
1 Year
+16.63%
3 Years (annualized)
+14.45%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+6.99%
vs Peers
+1.02%

PLTFX Mutual Fund Performance

PLTFX performance across multiple time periods: 1-month 0.33%, YTD 8.01%, 1-year 16.63%, 3-year 14.45%.

PLTFX returns outperform the peer average of 6.99% 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.