PLFPX Mutual Fund

PLFPX Mutual Fund

NAV$37.88
See how much of PLFPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.70%
3 Months
+1.58%
6 Months
+12.19%
YTD
+12.63%
1 Year
+19.95%
3 Years (annualized)
+20.57%
5 Years (annualized)
+12.34%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+11.21%
vs Peers
+1.42%

PLFPX Mutual Fund Performance

PLFPX performance across multiple time periods: 1-month 2.70%, YTD 12.63%, 1-year 19.95%, 3-year 20.57%, 5-year 12.34%, 10-year 14.90%.

PLFPX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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