PLRIX Mutual Fund

PLRIX Mutual Fund

NAV$6.72
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Returns Overview

1 Month
-3.87%
3 Months
-2.03%
6 Months
-3.06%
YTD
-2.72%
1 Year
+1.53%
3 Years (annualized)
+2.32%
5 Years (annualized)
-4.35%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLRIX 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
Bloomberg Barclays Long Government/Credit Bond Index(^BBLTGCRI)
This Mutual Fund (YTD)
-2.72%
Peer Avg (YTD)
+0.12%
vs Peers
-2.84%

PLRIX Mutual Fund Performance

PLRIX performance across multiple time periods: 1-month -3.87%, YTD -2.72%, 1-year 1.53%, 3-year 2.32%, 5-year -4.35%, 10-year 0.92%.

PLRIX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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