PLFRX Mutual Fund

PLFRX Mutual Fund

NAV$9.24
See how much of PLFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.86%
3 Months
+1.55%
6 Months
+4.16%
YTD
+2.87%
1 Year
+5.21%
3 Years (annualized)
+6.00%
5 Years (annualized)
+4.81%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFRX 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)
+2.87%
Peer Avg (YTD)
+2.15%
vs Peers
+0.72%

PLFRX Mutual Fund Performance

PLFRX performance across multiple time periods: 1-month 0.86%, YTD 2.87%, 1-year 5.21%, 3-year 6.00%, 5-year 4.81%, 10-year 3.44%.

PLFRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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