PLBEX Mutual Fund

NAV$34.58

Returns Overview

1 Month
+2.11%
3 Months
+23.67%
6 Months
+13.15%
YTD
+12.80%
1 Year
+19.45%
3 Years (annualized)
+17.59%
5 Years (annualized)
+13.02%
10 Years (annualized)
+19.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLBEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+8.97%
vs Peers
+3.82%

PLBEX Mutual Fund Performance

PLBEX performance across multiple time periods: 1-month 2.11%, YTD 12.80%, 1-year 19.45%, 3-year 17.59%, 5-year 13.02%, 10-year 19.44%.

PLBEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

PLBEX performance comparison shows side-by-side returns with another fund. PLBEX alternatives are available in the Mutual Fund Screener.