PLSMX Mutual Fund

PLSMX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
+0.76%
3 Months
+0.50%
6 Months
+1.88%
YTD
+3.73%
1 Year
+6.67%
3 Years (annualized)
+8.20%
5 Years (annualized)
+2.91%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSMX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+8.76%
vs Peers
-5.03%

PLSMX Mutual Fund Performance

PLSMX performance across multiple time periods: 1-month 0.76%, YTD 3.73%, 1-year 6.67%, 3-year 8.20%, 5-year 2.91%, 10-year 4.28%.

PLSMX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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