PLTDX Mutual Fund

PLTDX Mutual Fund

NAV$15.32
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Returns Overview

1 Month
-1.43%
3 Months
+0.66%
6 Months
+12.03%
YTD
+8.20%
1 Year
+11.43%
3 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTDX 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

This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+7.10%
vs Peers
+1.10%

PLTDX Mutual Fund Performance

PLTDX performance across multiple time periods: 1-month -1.43%, YTD 8.20%, 1-year 11.43%, 3-year 15.74%.

PLTDX returns outperform the peer average of 7.10% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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