PLFSX Mutual Fund

NAV$29.22

Returns Overview

1 Month
+4.70%
3 Months
+5.86%
6 Months
+13.54%
YTD
+26.86%
1 Year
+28.24%
3 Years (annualized)
+9.46%
5 Years (annualized)
+14.16%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+26.86%
Peer Avg (YTD)
+24.89%
vs Peers
+1.97%

PLFSX Mutual Fund Performance

PLFSX performance across multiple time periods: 1-month 4.70%, YTD 26.86%, 1-year 28.24%, 3-year 9.46%, 5-year 14.16%, 10-year 12.25%.

PLFSX returns outperform the peer average of 24.89% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

PLFSX performance comparison shows side-by-side returns with another fund. PLFSX alternatives are available in the Mutual Fund Screener.