PLIBX Mutual Fund

PLIBX Mutual Fund

NAV$41.08
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Returns Overview

1 Month
-0.98%
3 Months
+2.90%
6 Months
+6.61%
YTD
+9.02%
1 Year
+13.18%
3 Years (annualized)
+13.86%
5 Years (annualized)
+6.07%
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)
+9.02%
Peer Avg (YTD)
+5.54%
vs Peers
+3.48%

PLIBX Mutual Fund Performance

PLIBX performance across multiple time periods: 1-month -0.98%, YTD 9.02%, 1-year 13.18%, 3-year 13.86%, 5-year 6.07%, 10-year 10.07%.

PLIBX returns outperform the peer average of 5.54% 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.