PLTOX Mutual Fund

PLTOX Mutual Fund

NAV$20.25
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Returns Overview

1 Month
+0.30%
3 Months
+3.74%
6 Months
+6.13%
YTD
+8.05%
1 Year
+16.74%
3 Years (annualized)
+14.58%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTOX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+6.99%
vs Peers
+1.06%

PLTOX Mutual Fund Performance

PLTOX performance across multiple time periods: 1-month 0.30%, YTD 8.05%, 1-year 16.74%, 3-year 14.58%, 5-year 7.83%, 10-year 10.66%.

PLTOX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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