PLFRX Mutual Fund

PLFRX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
+0.68%
3 Months
+1.23%
6 Months
+2.02%
YTD
+1.99%
1 Year
+4.94%
3 Years (annualized)
+7.36%
5 Years (annualized)
+6.25%
10 Years (annualized)
+5.26%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+0.12%
vs Peers
+1.87%

PLFRX Mutual Fund Performance

PLFRX performance across multiple time periods: 1-month 0.68%, YTD 1.99%, 1-year 4.94%, 3-year 7.36%, 5-year 6.25%, 10-year 5.26%.

PLFRX returns outperform the peer average of 0.12% 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.