PLTTX Mutual Fund

PLTTX Mutual Fund

NAV$13.18
See how much of PLTTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.54%
3 Months
+1.48%
6 Months
+3.10%
YTD
+4.25%
1 Year
+10.60%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.52%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+6.99%
vs Peers
-2.74%

PLTTX Mutual Fund Performance

PLTTX performance across multiple time periods: 1-month -0.54%, YTD 4.25%, 1-year 10.60%, 3-year 9.32%, 5-year 4.52%, 10-year 6.67%.

PLTTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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