PLASX Mutual Fund

NAV$17.95

Returns Overview

1 Month
+5.48%
3 Months
+4.81%
6 Months
+10.85%
YTD
+18.69%
1 Year
+20.94%
3 Years (annualized)
+7.81%
5 Years (annualized)
+10.69%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLASX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.69%
Peer Avg (YTD)
+21.07%
vs Peers
-2.38%

PLASX Mutual Fund Performance

PLASX performance across multiple time periods: 1-month 5.48%, YTD 18.69%, 1-year 20.94%, 3-year 7.81%, 5-year 10.69%, 10-year 8.06%.

PLASX returns trail the peer average of 21.07% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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