PLTQX Mutual Fund

PLTQX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
+1.57%
3 Months
+1.45%
6 Months
+6.21%
YTD
+9.28%
1 Year
+16.17%
3 Years (annualized)
+15.71%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.14%

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
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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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+8.76%
vs Peers
+0.52%

PLTQX Mutual Fund Performance

PLTQX performance across multiple time periods: 1-month 1.57%, YTD 9.28%, 1-year 16.17%, 3-year 15.71%, 5-year 7.83%, 10-year 10.14%.

PLTQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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