PLFLX Mutual Fund

PLFLX Mutual Fund

NAV$9.23
See how much of PLFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.83%
3 Months
+1.46%
6 Months
+3.99%
YTD
+2.64%
1 Year
+4.97%
3 Years (annualized)
+5.70%
5 Years (annualized)
+4.53%
10 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.64%
Peer Avg (YTD)
+2.15%
vs Peers
+0.49%

PLFLX Mutual Fund Performance

PLFLX performance across multiple time periods: 1-month 0.83%, YTD 2.64%, 1-year 4.97%, 3-year 5.70%, 5-year 4.53%, 10-year 3.21%.

PLFLX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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