PLAIX Mutual Fund

NAV$11.66

Returns Overview

1 Month
+1.12%
3 Months
+0.43%
6 Months
+4.63%
YTD
+7.61%
1 Year
+11.10%
3 Years (annualized)
+0.99%
5 Years (annualized)
+2.95%
10 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLAIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+14.82%
vs Peers
-7.21%

PLAIX Mutual Fund Performance

PLAIX performance across multiple time periods: 1-month 1.12%, YTD 7.61%, 1-year 11.10%, 3-year 0.99%, 5-year 2.95%, 10-year 3.01%.

PLAIX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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