PLTJX Mutual Fund

PLTJX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
-0.20%
3 Months
+1.91%
6 Months
+3.39%
YTD
+4.69%
1 Year
+10.95%
3 Years (annualized)
+9.72%
5 Years (annualized)
+4.47%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTJX 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
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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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+6.99%
vs Peers
-2.30%

PLTJX Mutual Fund Performance

PLTJX performance across multiple time periods: 1-month -0.20%, YTD 4.69%, 1-year 10.95%, 3-year 9.72%, 5-year 4.47%, 10-year 7.73%.

PLTJX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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