PLTNX Mutual Fund

PLTNX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
-0.19%
3 Months
+4.11%
6 Months
+7.35%
YTD
+9.61%
1 Year
+21.21%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.68%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTNX 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 2055 Total Return USD(^SPTD55T:SP)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+6.99%
vs Peers
+2.62%

PLTNX Mutual Fund Performance

PLTNX performance across multiple time periods: 1-month -0.19%, YTD 9.61%, 1-year 21.21%, 3-year 16.71%, 5-year 9.68%, 10-year 11.37%.

PLTNX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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