PLSPX Mutual Fund

PLSPX Mutual Fund

NAV$11.93
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Returns Overview

1 Month
-0.42%
3 Months
+1.10%
6 Months
+2.13%
YTD
+3.10%
1 Year
+7.88%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.17%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSPX 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)
+3.10%
Peer Avg (YTD)
+6.99%
vs Peers
-3.90%

PLSPX Mutual Fund Performance

PLSPX performance across multiple time periods: 1-month -0.42%, YTD 3.10%, 1-year 7.88%, 3-year 7.83%, 5-year 3.17%, 10-year 4.55%.

PLSPX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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