PLSSX Mutual Fund

NAV$11.57

Returns Overview

1 Month
+1.13%
3 Months
+0.52%
6 Months
+4.86%
YTD
+7.97%
1 Year
+11.61%
3 Years (annualized)
+1.48%
5 Years (annualized)
+3.45%
10 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+14.82%
vs Peers
-6.85%

PLSSX Mutual Fund Performance

PLSSX performance across multiple time periods: 1-month 1.13%, YTD 7.97%, 1-year 11.61%, 3-year 1.48%, 5-year 3.45%, 10-year 3.52%.

PLSSX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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