PLIEX Mutual Fund

PLIEX Mutual Fund

NAV$34.31
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Returns Overview

1 Month
-4.50%
3 Months
-1.98%
6 Months
+4.43%
YTD
+7.88%
1 Year
+5.00%
3 Years (annualized)
+18.43%
5 Years (annualized)
+5.67%
10 Years (annualized)
+13.38%

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
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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)
+7.88%
Peer Avg (YTD)
+5.23%
vs Peers
+2.65%

PLIEX Mutual Fund Performance

PLIEX performance across multiple time periods: 1-month -4.50%, YTD 7.88%, 1-year 5.00%, 3-year 18.43%, 5-year 5.67%, 10-year 13.38%.

PLIEX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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