PLLAX Mutual Fund

NAV$33.01

Returns Overview

1 Month
+4.83%
3 Months
+19.83%
6 Months
+18.36%
YTD
+17.27%
1 Year
+35.35%
3 Years (annualized)
+14.74%
5 Years (annualized)
+5.91%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLLAX 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

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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.27%
Peer Avg (YTD)
+18.52%
vs Peers
-1.25%

PLLAX Mutual Fund Performance

PLLAX performance across multiple time periods: 1-month 4.83%, YTD 17.27%, 1-year 35.35%, 3-year 14.74%, 5-year 5.91%, 10-year 11.00%.

PLLAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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