PLPIX Mutual Fund

NAV$28.84

Returns Overview

1 Month
+4.66%
3 Months
+5.75%
6 Months
+13.26%
YTD
+26.27%
1 Year
+27.55%
3 Years (annualized)
+8.90%
5 Years (annualized)
+13.61%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLPIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+26.27%
Peer Avg (YTD)
+24.89%
vs Peers
+1.38%

PLPIX Mutual Fund Performance

PLPIX performance across multiple time periods: 1-month 4.66%, YTD 26.27%, 1-year 27.55%, 3-year 8.90%, 5-year 13.61%, 10-year 11.70%.

PLPIX returns outperform the peer average of 24.89% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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