PLTPX Mutual Fund

PLTPX Mutual Fund

NAV$13.37
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Returns Overview

1 Month
-4.17%
3 Months
-2.77%
6 Months
-3.69%
YTD
-3.47%
1 Year
-0.28%
3 Years (annualized)
-0.72%
5 Years (annualized)
-6.83%
10 Years (annualized)
-2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTPX 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
Bloomberg Barclays Long Term Treasury Index(^BBLTT)
This Mutual Fund (YTD)
-3.47%
Peer Avg (YTD)
+0.12%
vs Peers
-3.59%

PLTPX Mutual Fund Performance

PLTPX performance across multiple time periods: 1-month -4.17%, YTD -3.47%, 1-year -0.28%, 3-year -0.72%, 5-year -6.83%, 10-year -2.01%.

PLTPX returns trail the peer average of 0.12% YTD. With an expense ratio of 3.83%, investors should weigh costs against performance when evaluating this mutual fund.

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