PLIEX Mutual Fund

NAV$36.26

Returns Overview

1 Month
+2.14%
3 Months
+23.75%
6 Months
+13.31%
YTD
+12.96%
1 Year
+19.77%
3 Years (annualized)
+17.88%
5 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+8.97%
vs Peers
+3.99%

PLIEX Mutual Fund Performance

PLIEX performance across multiple time periods: 1-month 2.14%, YTD 12.96%, 1-year 19.77%, 3-year 17.88%, 5-year 6.97%.

PLIEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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