PLARX Mutual Fund

NAV$13.13

Returns Overview

1 Month
+4.80%
3 Months
+11.72%
6 Months
+16.16%
YTD
+15.01%
1 Year
+30.22%
3 Years (annualized)
+13.14%
5 Years (annualized)
+8.48%
10 Years (annualized)
+10.12%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.01%
Peer Avg (YTD)
+18.52%
vs Peers
-3.51%

PLARX Mutual Fund Performance

PLARX performance across multiple time periods: 1-month 4.80%, YTD 15.01%, 1-year 30.22%, 3-year 13.14%, 5-year 8.48%, 10-year 10.12%.

PLARX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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