PLZTX Mutual Fund

PLZTX Mutual Fund

NAV$15.28
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Returns Overview

1 Month
-1.81%
3 Months
-1.04%
6 Months
+6.53%
YTD
+5.06%
1 Year
+7.87%
3 Years (annualized)
+12.73%
5 Years (annualized)
+5.86%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLZTX 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 Total Return USD(^SPTDTR)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+7.09%
vs Peers
-2.03%

PLZTX Mutual Fund Performance

PLZTX performance across multiple time periods: 1-month -1.81%, YTD 5.06%, 1-year 7.87%, 3-year 12.73%, 5-year 5.86%, 10-year 8.45%.

PLZTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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