PLTLX Mutual Fund

PLTLX Mutual Fund

NAV$15.55
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Returns Overview

1 Month
-1.34%
3 Months
+0.78%
6 Months
+12.23%
YTD
+8.52%
1 Year
+11.85%
3 Years (annualized)
+16.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTLX 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)
+8.52%
Peer Avg (YTD)
+7.10%
vs Peers
+1.41%

PLTLX Mutual Fund Performance

PLTLX performance across multiple time periods: 1-month -1.34%, YTD 8.52%, 1-year 11.85%, 3-year 16.16%.

PLTLX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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