PLTAX Mutual Fund

PLTAX Mutual Fund

NAV$20.54
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Returns Overview

1 Month
-1.36%
3 Months
+0.74%
6 Months
+12.18%
YTD
+8.47%
1 Year
+11.79%
3 Years (annualized)
+15.17%
5 Years (annualized)
+7.14%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTAX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+7.09%
vs Peers
+1.38%

PLTAX Mutual Fund Performance

PLTAX performance across multiple time periods: 1-month -1.36%, YTD 8.47%, 1-year 11.79%, 3-year 15.17%, 5-year 7.14%, 10-year 10.46%.

PLTAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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