PLTYX Mutual Fund

PLTYX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
-0.52%
3 Months
+1.33%
6 Months
+2.79%
YTD
+3.82%
1 Year
+9.55%
3 Years (annualized)
+8.72%
5 Years (annualized)
+3.91%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTYX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+6.99%
vs Peers
-3.17%

PLTYX Mutual Fund Performance

PLTYX performance across multiple time periods: 1-month -0.52%, YTD 3.82%, 1-year 9.55%, 3-year 8.72%, 5-year 3.91%, 10-year 4.87%.

PLTYX 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.

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