PLTYX Mutual Fund

PLTYX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-1.91%
3 Months
-1.57%
6 Months
+3.48%
YTD
+2.73%
1 Year
+4.75%
3 Years (annualized)
+9.44%
5 Years (annualized)
+3.96%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLTYX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+7.09%
vs Peers
-4.36%

PLTYX Mutual Fund Performance

PLTYX performance across multiple time periods: 1-month -1.91%, YTD 2.73%, 1-year 4.75%, 3-year 9.44%, 5-year 3.96%, 10-year 4.95%.

PLTYX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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