PLTPX Mutual Fund

PLTPX Mutual Fund

NAV$12.72
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Returns Overview

1 Month
+5.62%
3 Months
+0.60%
6 Months
-2.19%
YTD
-2.89%
1 Year
-4.47%
3 Years (annualized)
+4.69%
5 Years (annualized)
-6.39%
10 Years (annualized)
-1.27%

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)
-2.89%
Peer Avg (YTD)
+2.28%
vs Peers
-5.17%

PLTPX Mutual Fund Performance

PLTPX performance across multiple time periods: 1-month 5.62%, YTD -2.89%, 1-year -4.47%, 3-year 4.69%, 5-year -6.39%, 10-year -1.27%.

PLTPX returns trail the peer average of 2.28% 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.