PLARX Mutual Fund

PLARX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
+4.66%
3 Months
-1.00%
6 Months
+3.06%
YTD
+14.48%
1 Year
+20.12%
3 Years (annualized)
+16.67%
5 Years (annualized)
+7.88%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLARX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.48%
Peer Avg (YTD)
+12.21%
vs Peers
+2.27%

PLARX Mutual Fund Performance

PLARX performance across multiple time periods: 1-month 4.66%, YTD 14.48%, 1-year 20.12%, 3-year 16.67%, 5-year 7.88%, 10-year 9.67%.

PLARX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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