PLFIX Mutual Fund

PLFIX Mutual Fund

NAV$35.87
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Returns Overview

1 Month
-0.88%
3 Months
+1.46%
6 Months
+5.70%
YTD
+11.44%
1 Year
+11.99%
3 Years (annualized)
+23.23%
5 Years (annualized)
+11.88%
10 Years (annualized)
+15.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.44%
Peer Avg (YTD)
+9.28%
vs Peers
+2.16%

PLFIX Mutual Fund Performance

PLFIX performance across multiple time periods: 1-month -0.88%, YTD 11.44%, 1-year 11.99%, 3-year 23.23%, 5-year 11.88%, 10-year 15.26%.

PLFIX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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