PPLSX Mutual Fund

PPLSX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
-0.48%
3 Months
-0.60%
6 Months
+1.22%
YTD
+6.13%
1 Year
+7.37%
3 Years (annualized)
+13.83%
5 Years (annualized)
+3.33%
10 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLSX 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)
+6.13%
Peer Avg (YTD)
+5.30%
vs Peers
+0.83%

PPLSX Mutual Fund Performance

PPLSX performance across multiple time periods: 1-month -0.48%, YTD 6.13%, 1-year 7.37%, 3-year 13.83%, 5-year 3.33%, 10-year 6.42%.

PPLSX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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