PLIBX Mutual Fund

PLIBX Mutual Fund

NAV$41.40
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Returns Overview

1 Month
+0.74%
3 Months
+1.07%
6 Months
+8.05%
YTD
+9.82%
1 Year
+12.64%
3 Years (annualized)
+15.70%
5 Years (annualized)
+6.68%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLIBX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+6.28%
vs Peers
+3.54%

PLIBX Mutual Fund Performance

PLIBX performance across multiple time periods: 1-month 0.74%, YTD 9.82%, 1-year 12.64%, 3-year 15.70%, 5-year 6.68%, 10-year 10.07%.

PLIBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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