PLTZX Mutual Fund

NAV$20.90

Returns Overview

1 Month
+0.24%
3 Months
+11.49%
6 Months
+8.77%
YTD
+7.85%
1 Year
+17.85%
3 Years (annualized)
+14.93%
5 Years (annualized)
+7.72%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTZX 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
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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

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+7.64%
vs Peers
+0.21%

PLTZX Mutual Fund Performance

PLTZX performance across multiple time periods: 1-month 0.24%, YTD 7.85%, 1-year 17.85%, 3-year 14.93%, 5-year 7.72%, 10-year 11.03%.

PLTZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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