PLTPX Mutual Fund

PLTPX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
-5.70%
3 Months
-8.72%
6 Months
-7.94%
YTD
-8.06%
1 Year
-8.28%
3 Years (annualized)
+0.52%
5 Years (annualized)
-6.58%
10 Years (annualized)
-1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTPX 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
Bloomberg Barclays Long Term Treasury Index(^BBLTT)
This Mutual Fund (YTD)
-8.06%
Peer Avg (YTD)
+0.50%
vs Peers
-8.56%

PLTPX Mutual Fund Performance

PLTPX performance across multiple time periods: 1-month -5.70%, YTD -8.06%, 1-year -8.28%, 3-year 0.52%, 5-year -6.58%, 10-year -1.84%.

PLTPX returns trail the peer average of 0.50% YTD. With an expense ratio of 3.83%, investors should weigh costs against performance when evaluating this mutual fund.

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