PLSIX Mutual Fund

NAV$12.10

Returns Overview

1 Month
+0.17%
3 Months
+4.78%
6 Months
+3.97%
YTD
+3.61%
1 Year
+8.87%
3 Years (annualized)
+8.71%
5 Years (annualized)
+3.68%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSIX 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

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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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.61%
Peer Avg (YTD)
+7.64%
vs Peers
-4.03%

PLSIX Mutual Fund Performance

PLSIX performance across multiple time periods: 1-month 0.17%, YTD 3.61%, 1-year 8.87%, 3-year 8.71%, 5-year 3.68%, 10-year 5.00%.

PLSIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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