PLRRX Mutual Fund

NAV$12.48

Returns Overview

1 Month
+1.61%
3 Months
+1.85%
6 Months
+4.69%
YTD
+4.12%
1 Year
+12.93%
3 Years (annualized)
+10.11%
5 Years (annualized)
+4.44%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLRRX 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

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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 Target Date 2015 Total Return USD(SPTDR15G)
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+7.21%
vs Peers
-3.09%

PLRRX Mutual Fund Performance

PLRRX performance across multiple time periods: 1-month 1.61%, YTD 4.12%, 1-year 12.93%, 3-year 10.11%, 5-year 4.44%, 10-year 6.31%.

PLRRX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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