PLTPX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+0.89%
3 Months
+0.86%
6 Months
+0.59%
YTD
+0.73%
1 Year
+3.34%
3 Years (annualized)
-0.01%
5 Years (annualized)
-5.27%
10 Years (annualized)
-1.41%

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
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📉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

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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
Bloomberg Barclays Long Term Treasury Index(^BBLTT)
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+3.23%
vs Peers
-2.50%

PLTPX Mutual Fund Performance

PLTPX performance across multiple time periods: 1-month 0.89%, YTD 0.73%, 1-year 3.34%, 3-year -0.01%, 5-year -5.27%, 10-year -1.41%.

PLTPX returns trail the peer average of 3.23% YTD. With an expense ratio of 3.75%, investors should weigh costs against performance when evaluating this mutual fund.

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