PLTRX Mutual Fund

NAV$17.54

Returns Overview

1 Month
+3.28%
3 Months
+2.57%
6 Months
+8.01%
YTD
+16.57%
1 Year
+18.77%
3 Years (annualized)
+4.08%
5 Years (annualized)
+8.53%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+16.57%
Peer Avg (YTD)
+14.82%
vs Peers
+1.75%

PLTRX Mutual Fund Performance

PLTRX performance across multiple time periods: 1-month 3.28%, YTD 16.57%, 1-year 18.77%, 3-year 4.08%, 5-year 8.53%, 10-year 7.16%.

PLTRX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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