PLMIX Mutual Fund

PLMIX Mutual Fund

NAV$7.51
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Returns Overview

1 Month
-1.83%
3 Months
-0.89%
6 Months
+1.30%
YTD
+4.80%
1 Year
+7.61%
3 Years (annualized)
+9.35%
5 Years (annualized)
+5.41%
10 Years (annualized)
+3.66%

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
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📉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)
+4.80%
Peer Avg (YTD)
+3.99%
vs Peers
+0.81%

PLMIX Mutual Fund Performance

PLMIX performance across multiple time periods: 1-month -1.83%, YTD 4.80%, 1-year 7.61%, 3-year 9.35%, 5-year 5.41%, 10-year 3.66%.

PLMIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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