PLTQX Mutual Fund

NAV$18.13

Returns Overview

1 Month
+0.28%
3 Months
+10.20%
6 Months
+8.73%
YTD
+8.01%
1 Year
+18.76%
3 Years (annualized)
+15.37%
5 Years (annualized)
+8.21%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTQX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+7.64%
vs Peers
+0.37%

PLTQX Mutual Fund Performance

PLTQX performance across multiple time periods: 1-month 0.28%, YTD 8.01%, 1-year 18.76%, 3-year 15.37%, 5-year 8.21%, 10-year 10.41%.

PLTQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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