PLEBX Mutual Fund

PLEBX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
+2.25%
3 Months
-0.40%
6 Months
-1.20%
YTD
-0.98%
1 Year
-0.58%
3 Years (annualized)
+5.60%
5 Years (annualized)
+0.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLEBX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+2.28%
vs Peers
-3.26%

PLEBX Mutual Fund Performance

PLEBX performance across multiple time periods: 1-month 2.25%, YTD -0.98%, 1-year -0.58%, 3-year 5.60%, 5-year 0.26%.

PLEBX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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