PLRAX Mutual Fund

PLRAX Mutual Fund

NAV$6.89
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Returns Overview

1 Month
-3.91%
3 Months
-2.13%
6 Months
-3.25%
YTD
-2.95%
1 Year
+1.13%
3 Years (annualized)
+1.91%
5 Years (annualized)
-4.73%
10 Years (annualized)
+0.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLRAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Long Government/Credit Bond Index(^BBLTGCRI)
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
+0.12%
vs Peers
-3.07%

PLRAX Mutual Fund Performance

PLRAX performance across multiple time periods: 1-month -3.91%, YTD -2.95%, 1-year 1.13%, 3-year 1.91%, 5-year -4.73%, 10-year 0.52%.

PLRAX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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