PLSRX Mutual Fund

PLSRX Mutual Fund

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Returns Overview

1 Month
+0.70%
3 Months
-0.15%
6 Months
+0.36%
YTD
+1.13%
1 Year
+3.12%
3 Years (annualized)
+6.45%
5 Years (annualized)
+2.87%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.15%
vs Peers
-1.03%

PLSRX Mutual Fund Performance

PLSRX performance across multiple time periods: 1-month 0.70%, YTD 1.13%, 1-year 3.12%, 3-year 6.45%, 5-year 2.87%, 10-year 4.50%.

PLSRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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