PLSRX Mutual Fund

PLSRX Mutual Fund

NAV$10.35
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Returns Overview

1 Month
-0.76%
3 Months
-0.28%
6 Months
+0.07%
YTD
+0.43%
1 Year
+3.54%
3 Years (annualized)
+6.25%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.53%

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
PROUpgrade to run
🏦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)
+0.43%
Peer Avg (YTD)
+0.12%
vs Peers
+0.31%

PLSRX Mutual Fund Performance

PLSRX performance across multiple time periods: 1-month -0.76%, YTD 0.43%, 1-year 3.54%, 3-year 6.25%, 5-year 2.78%, 10-year 4.53%.

PLSRX returns outperform the peer average of 0.12% 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.