PLSDX Mutual Fund

PLSDX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
-0.02%
3 Months
+0.41%
6 Months
+0.61%
YTD
+0.95%
1 Year
+3.37%
3 Years (annualized)
+5.30%
5 Years (annualized)
+3.11%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.12%
vs Peers
+0.83%

PLSDX Mutual Fund Performance

PLSDX performance across multiple time periods: 1-month -0.02%, YTD 0.95%, 1-year 3.37%, 3-year 5.30%, 5-year 3.11%, 10-year 2.92%.

PLSDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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