PLMAX Mutual Fund

NAV$7.73

Returns Overview

1 Month
+0.20%
3 Months
+3.57%
6 Months
+4.03%
YTD
+4.03%
1 Year
+8.68%
3 Years (annualized)
+8.25%
5 Years (annualized)
+4.52%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPMorgan ELMI+ Index Total Return USD(^JPELMI+TR)
This Mutual Fund (YTD)
+4.03%
Peer Avg (YTD)
+3.47%
vs Peers
+0.55%

PLMAX Mutual Fund Performance

PLMAX performance across multiple time periods: 1-month 0.20%, YTD 4.03%, 1-year 8.68%, 3-year 8.25%, 5-year 4.52%, 10-year 2.62%.

PLMAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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