PLUSX Mutual Fund

PLUSX Mutual Fund

NAV$8.58
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.24%
3 Months
+9.29%
6 Months
+8.04%
YTD
+7.76%
1 Year
+15.82%
3 Years (annualized)
+11.59%
5 Years (annualized)
+5.54%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+5.87%
vs Peers
+1.89%

PLUSX Mutual Fund Performance

PLUSX performance across multiple time periods: 1-month -0.24%, YTD 7.76%, 1-year 15.82%, 3-year 11.59%, 5-year 5.54%, 10-year 7.39%.

PLUSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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