PLSJX Mutual Fund

NAV$12.05

Returns Overview

1 Month
+0.17%
3 Months
+4.73%
6 Months
+3.82%
YTD
+3.55%
1 Year
+8.66%
3 Years (annualized)
+8.55%
5 Years (annualized)
+3.49%
10 Years (annualized)
+4.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+7.64%
vs Peers
-4.09%

PLSJX Mutual Fund Performance

PLSJX performance across multiple time periods: 1-month 0.17%, YTD 3.55%, 1-year 8.66%, 3-year 8.55%, 5-year 3.49%, 10-year 4.80%.

PLSJX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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