PPLZX Mutual Fund

PPLZX Mutual Fund

NAV$8.24
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Returns Overview

3 Months
+0.16%
6 Months
+0.24%
YTD
+1.05%
1 Year
+2.89%
3 Years (annualized)
+5.50%
5 Years (annualized)
+2.96%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLZX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+2.15%
vs Peers
-1.10%

PPLZX Mutual Fund Performance

PPLZX performance across multiple time periods: YTD 1.05%, 1-year 2.89%, 3-year 5.50%, 5-year 2.96%, 10-year 2.94%.

PPLZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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