PLTMX Mutual Fund

NAV$17.99

Returns Overview

1 Month
+3.31%
3 Months
+2.68%
6 Months
+8.24%
YTD
+17.12%
1 Year
+19.41%
3 Years (annualized)
+4.62%
5 Years (annualized)
+9.08%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+17.12%
Peer Avg (YTD)
+14.82%
vs Peers
+2.31%

PLTMX Mutual Fund Performance

PLTMX performance across multiple time periods: 1-month 3.31%, YTD 17.12%, 1-year 19.41%, 3-year 4.62%, 5-year 9.08%, 10-year 7.72%.

PLTMX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

PLTMX performance comparison shows side-by-side returns with another fund. PLTMX alternatives are available in the Mutual Fund Screener.