PLZYX Mutual Fund

NAV$10.60

Returns Overview

1 Month
+2.27%
3 Months
+3.84%
6 Months
+4.44%
YTD
+4.44%
1 Year
+8.58%
3 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLZYX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+6.80%
vs Peers
-2.37%

PLZYX Mutual Fund Performance

PLZYX performance across multiple time periods: 1-month 2.27%, YTD 4.44%, 1-year 8.58%, 3-year 8.46%.

PLZYX returns trail the peer average of 6.80% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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