PLFGX Mutual Fund

PLFGX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
+1.12%
3 Months
+0.23%
6 Months
+2.18%
YTD
+4.30%
1 Year
+8.98%
3 Years (annualized)
+9.60%
5 Years (annualized)
+3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFGX 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 Index
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+8.76%
vs Peers
-4.45%

PLFGX Mutual Fund Performance

PLFGX performance across multiple time periods: 1-month 1.12%, YTD 4.30%, 1-year 8.98%, 3-year 9.60%, 5-year 3.47%.

PLFGX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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