PPLSX Mutual Fund

PPLSX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
-1.07%
3 Months
+1.83%
6 Months
+4.76%
YTD
+6.77%
1 Year
+14.48%
3 Years (annualized)
+11.29%
5 Years (annualized)
+5.81%
10 Years (annualized)
+7.44%

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
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📉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)
+6.77%
Peer Avg (YTD)
+5.54%
vs Peers
+1.23%

PPLSX Mutual Fund Performance

PPLSX performance across multiple time periods: 1-month -1.07%, YTD 6.77%, 1-year 14.48%, 3-year 11.29%, 5-year 5.81%, 10-year 7.44%.

PPLSX returns outperform the peer average of 5.54% 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.