PLFJX Mutual Fund

PLFJX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+0.32%
3 Months
-0.64%
6 Months
+0.73%
YTD
+2.90%
1 Year
-5.34%
3 Years (annualized)
+3.05%
5 Years (annualized)
-4.47%
10 Years (annualized)
-0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFJX 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 Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+2.90%
Peer Avg (YTD)
+6.70%
vs Peers
-3.79%

PLFJX Mutual Fund Performance

PLFJX performance across multiple time periods: 1-month 0.32%, YTD 2.90%, 1-year -5.34%, 3-year 3.05%, 5-year -4.47%, 10-year -0.71%.

PLFJX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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