PLUIX Mutual Fund

PLUIX Mutual Fund

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Returns Overview

1 Month
+0.34%
3 Months
+1.00%
6 Months
+1.81%
YTD
+2.15%
1 Year
+4.82%
3 Years (annualized)
+4.65%
5 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUIX 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 Short Treasury Total Return Index
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
-0.32%
vs Peers
+2.47%

PLUIX Mutual Fund Performance

PLUIX performance across multiple time periods: 1-month 0.34%, YTD 2.15%, 1-year 4.82%, 3-year 4.65%, 5-year 3.03%.

PLUIX returns outperform the peer average of -0.32% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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