PLAAX Mutual Fund

PLAAX Mutual Fund

NAV$12.83
See how much of PLAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.55%
3 Months
+2.01%
6 Months
+0.08%
YTD
-1.27%
1 Year
-5.00%
3 Years (annualized)
+16.75%
5 Years (annualized)
+6.14%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLAAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+5.14%
vs Peers
-6.41%

PLAAX Mutual Fund Performance

PLAAX performance across multiple time periods: 1-month -4.55%, YTD -1.27%, 1-year -5.00%, 3-year 16.75%, 5-year 6.14%, 10-year 13.91%.

PLAAX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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