PLMAX Mutual Fund

PLMAX Mutual Fund

NAV$7.51
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Returns Overview

1 Month
-1.83%
3 Months
-0.96%
6 Months
+1.13%
YTD
+4.49%
1 Year
+7.23%
3 Years (annualized)
+8.93%
5 Years (annualized)
+5.00%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLMAX 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
JPMorgan ELMI+ Index Total Return USD(^JPELMI+TR)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+3.99%
vs Peers
+0.50%

PLMAX Mutual Fund Performance

PLMAX performance across multiple time periods: 1-month -1.83%, YTD 4.49%, 1-year 7.23%, 3-year 8.93%, 5-year 5.00%, 10-year 3.29%.

PLMAX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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