PLUSX Mutual Fund

PLUSX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
-1.06%
3 Months
+1.70%
6 Months
+4.62%
YTD
+6.62%
1 Year
+14.13%
3 Years (annualized)
+11.01%
5 Years (annualized)
+5.55%
10 Years (annualized)
+7.16%

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
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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 Global Aggregate Index
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+5.54%
vs Peers
+1.08%

PLUSX Mutual Fund Performance

PLUSX performance across multiple time periods: 1-month -1.06%, YTD 6.62%, 1-year 14.13%, 3-year 11.01%, 5-year 5.55%, 10-year 7.16%.

PLUSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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