PLBEX Mutual Fund

PLBEX Mutual Fund

NAV$35.54
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Returns Overview

1 Month
-2.57%
3 Months
+6.47%
6 Months
+8.29%
YTD
+9.90%
1 Year
+13.46%
3 Years (annualized)
+15.33%
5 Years (annualized)
+5.51%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLBEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+6.23%
vs Peers
+3.66%

PLBEX Mutual Fund Performance

PLBEX performance across multiple time periods: 1-month -2.57%, YTD 9.90%, 1-year 13.46%, 3-year 15.33%, 5-year 5.51%, 10-year 13.23%.

PLBEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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