PLFDX Mutual Fund

PLFDX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
+0.68%
3 Months
+1.21%
6 Months
+1.99%
YTD
+1.95%
1 Year
+4.86%
3 Years (annualized)
+7.28%
5 Years (annualized)
+6.18%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+0.12%
vs Peers
+1.83%

PLFDX Mutual Fund Performance

PLFDX performance across multiple time periods: 1-month 0.68%, YTD 1.95%, 1-year 4.86%, 3-year 7.28%, 5-year 6.18%, 10-year 4.39%.

PLFDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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