PLMIX Mutual Fund

NAV$7.76

Returns Overview

1 Month
+0.23%
3 Months
+3.67%
6 Months
+4.23%
YTD
+4.23%
1 Year
+9.11%
3 Years (annualized)
+8.68%
5 Years (annualized)
+4.93%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLMIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPMorgan ELMI+ Index Total Return USD(^JPELMI+TR)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+3.47%
vs Peers
+0.75%

PLMIX Mutual Fund Performance

PLMIX performance across multiple time periods: 1-month 0.23%, YTD 4.23%, 1-year 9.11%, 3-year 8.68%, 5-year 4.93%, 10-year 3.03%.

PLMIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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