PLARX Mutual Fund

PLARX Mutual Fund

NAV$13.12
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Returns Overview

1 Month
+0.54%
3 Months
+4.10%
6 Months
+9.94%
YTD
+15.64%
1 Year
+28.31%
3 Years (annualized)
+11.30%
5 Years (annualized)
+9.15%
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)
+15.64%
Peer Avg (YTD)
+15.31%
vs Peers
+0.33%

PLARX Mutual Fund Performance

PLARX performance across multiple time periods: 1-month 0.54%, YTD 15.64%, 1-year 28.31%, 3-year 11.30%, 5-year 9.15%, 10-year 9.67%.

PLARX returns outperform the peer average of 15.31% 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.