PLADX Mutual Fund

NAV$10.15

Returns Overview

1 Month
+0.05%
3 Months
+0.69%
6 Months
+0.78%
YTD
+0.68%
1 Year
+3.20%
3 Years (annualized)
+5.13%
5 Years (annualized)
+2.80%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLADX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+3.23%
vs Peers
-2.54%

PLADX Mutual Fund Performance

PLADX performance across multiple time periods: 1-month 0.05%, YTD 0.68%, 1-year 3.20%, 3-year 5.13%, 5-year 2.80%, 10-year 2.66%.

PLADX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

PLADX performance comparison shows side-by-side returns with another fund. PLADX alternatives are available in the Mutual Fund Screener.