PLTNX Mutual Fund

PLTNX Mutual Fund

NAV$20.79
See how much of PLTNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.42%
3 Months
+0.24%
6 Months
+12.95%
YTD
+10.09%
1 Year
+14.39%
3 Years (annualized)
+18.00%
5 Years (annualized)
+9.37%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Total Return USD(^SPTD55T:SP)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+7.09%
vs Peers
+3.00%

PLTNX Mutual Fund Performance

PLTNX performance across multiple time periods: 1-month -1.42%, YTD 10.09%, 1-year 14.39%, 3-year 18.00%, 5-year 9.37%, 10-year 11.44%.

PLTNX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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