PLAAX Mutual Fund

PLAAX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
-6.90%
3 Months
-1.89%
6 Months
-1.29%
YTD
-3.21%
1 Year
-0.25%
3 Years (annualized)
+12.57%
5 Years (annualized)
+6.63%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLAAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-3.21%
Peer Avg (YTD)
+6.23%
vs Peers
-9.44%

PLAAX Mutual Fund Performance

PLAAX performance across multiple time periods: 1-month -6.90%, YTD -3.21%, 1-year -0.25%, 3-year 12.57%, 5-year 6.63%, 10-year 13.40%.

PLAAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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