PLFLX Mutual Fund

PLFLX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-0.65%
3 Months
+0.38%
6 Months
+1.53%
YTD
+2.18%
1 Year
+3.45%
3 Years (annualized)
+6.47%
5 Years (annualized)
+5.73%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFLX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+1.93%
vs Peers
+0.26%

PLFLX Mutual Fund Performance

PLFLX performance across multiple time periods: 1-month -0.65%, YTD 2.18%, 1-year 3.45%, 3-year 6.47%, 5-year 5.73%, 10-year 4.18%.

PLFLX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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