PLTJX Mutual Fund

PLTJX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
-1.78%
3 Months
-0.80%
6 Months
+6.06%
YTD
+4.06%
1 Year
+6.33%
3 Years (annualized)
+10.81%
5 Years (annualized)
+4.44%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTJX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+7.09%
vs Peers
-3.03%

PLTJX Mutual Fund Performance

PLTJX performance across multiple time periods: 1-month -1.78%, YTD 4.06%, 1-year 6.33%, 3-year 10.81%, 5-year 4.44%, 10-year 7.83%.

PLTJX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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