PLMIX Mutual Fund

PLMIX Mutual Fund

NAV$7.64
See how much of PLMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.85%
3 Months
+3.56%
6 Months
+3.42%
YTD
+7.70%
1 Year
+12.16%
3 Years (annualized)
+9.86%
5 Years (annualized)
+5.52%
10 Years (annualized)
+3.27%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPMorgan ELMI+ Index Total Return USD(^JPELMI+TR)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+4.75%
vs Peers
+2.95%

PLMIX Mutual Fund Performance

PLMIX performance across multiple time periods: 1-month 1.85%, YTD 7.70%, 1-year 12.16%, 3-year 9.86%, 5-year 5.52%, 10-year 3.27%.

PLMIX returns outperform the peer average of 4.75% 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.