PLTJX Mutual Fund

PLTJX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
+1.20%
3 Months
+1.14%
6 Months
+3.70%
YTD
+5.95%
1 Year
+10.05%
3 Years (annualized)
+10.81%
5 Years (annualized)
+4.44%
10 Years (annualized)
+7.83%

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)
+5.95%
Peer Avg (YTD)
+8.76%
vs Peers
-2.81%

PLTJX Mutual Fund Performance

PLTJX performance across multiple time periods: 1-month 1.20%, YTD 5.95%, 1-year 10.05%, 3-year 10.81%, 5-year 4.44%, 10-year 7.83%.

PLTJX returns trail the peer average of 8.76% 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.