PLTHX Mutual Fund

PLTHX Mutual Fund

NAV$21.72
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Returns Overview

1 Month
+1.90%
3 Months
+2.00%
6 Months
+8.35%
YTD
+11.71%
1 Year
+19.98%
3 Years (annualized)
+18.40%
5 Years (annualized)
+9.59%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTHX 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

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+8.76%
vs Peers
+2.95%

PLTHX Mutual Fund Performance

PLTHX performance across multiple time periods: 1-month 1.90%, YTD 11.71%, 1-year 19.98%, 3-year 18.40%, 5-year 9.59%, 10-year 11.67%.

PLTHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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