PLAEX Mutual Fund

PLAEX Mutual Fund

NAV$28.35
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Returns Overview

1 Year
-9.22%
3 Years (annualized)
+5.91%
5 Years (annualized)
+0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLAEX 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
MSCI EAFE Index(MEAFE)

PLAEX Mutual Fund Performance

PLAEX performance across multiple time periods: 1-year -9.22%, 3-year 5.91%, 5-year 0.29%.

PLAEX returns can be compared against peers and benchmarks. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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