PLRIX Mutual Fund

PLRIX Mutual Fund

NAV$6.47
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Returns Overview

1 Month
+0.95%
3 Months
-2.11%
6 Months
-5.48%
YTD
-1.80%
1 Year
+1.66%
3 Years (annualized)
+3.40%
5 Years (annualized)
-4.13%
10 Years (annualized)
+0.96%

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)
-1.80%
Peer Avg (YTD)
+2.15%
vs Peers
-3.95%

PLRIX Mutual Fund Performance

PLRIX performance across multiple time periods: 1-month 0.95%, YTD -1.80%, 1-year 1.66%, 3-year 3.40%, 5-year -4.13%, 10-year 0.96%.

PLRIX returns trail the peer average of 2.15% 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.