PLRAX Mutual Fund

NAV$6.84

Returns Overview

1 Month
-3.93%
3 Months
-3.80%
6 Months
-5.39%
YTD
-5.52%
1 Year
+4.87%
3 Years (annualized)
+2.85%
5 Years (annualized)
-3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLRAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays Long Government/Credit Bond Index(^BBLTGCRI)
This Mutual Fund (YTD)
-5.52%
Peer Avg (YTD)
+3.23%
vs Peers
-8.75%

PLRAX Mutual Fund Performance

PLRAX performance across multiple time periods: 1-month -3.93%, YTD -5.52%, 1-year 4.87%, 3-year 2.85%, 5-year -3.41%.

PLRAX returns trail the peer average of 3.23% YTD. With an expense ratio of 4.29%, investors should weigh costs against performance when evaluating this mutual fund.

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