PLTSX Mutual Fund

NAV$12.99

Returns Overview

1 Month
+3.24%
3 Months
+2.59%
6 Months
+8.02%
YTD
+16.50%
1 Year
+21.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTSX 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

This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+14.82%
vs Peers
+1.69%

PLTSX Mutual Fund Performance

PLTSX performance across multiple time periods: 1-month 3.24%, YTD 16.50%, 1-year 21.82%.

PLTSX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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