PLMPX Mutual Fund

PLMPX Mutual Fund

NAV$7.62
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Returns Overview

1 Month
+1.84%
3 Months
+3.54%
6 Months
+3.37%
YTD
+7.63%
1 Year
+12.05%
3 Years (annualized)
+9.76%
5 Years (annualized)
+5.42%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLMPX 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)
+7.63%
Peer Avg (YTD)
+4.75%
vs Peers
+2.88%

PLMPX Mutual Fund Performance

PLMPX performance across multiple time periods: 1-month 1.84%, YTD 7.63%, 1-year 12.05%, 3-year 9.76%, 5-year 5.42%, 10-year 3.17%.

PLMPX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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