PLRIX Mutual Fund

NAV$6.94

Returns Overview

1 Month
+0.87%
3 Months
+1.92%
6 Months
+1.06%
YTD
+1.20%
1 Year
+5.29%
3 Years (annualized)
+3.26%
5 Years (annualized)
-3.02%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLRIX 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
Bloomberg Barclays Long Government/Credit Bond Index(^BBLTGCRI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+3.23%
vs Peers
-2.03%

PLRIX Mutual Fund Performance

PLRIX performance across multiple time periods: 1-month 0.87%, YTD 1.20%, 1-year 5.29%, 3-year 3.26%, 5-year -3.02%, 10-year 1.56%.

PLRIX returns trail the peer average of 3.23% YTD. With an expense ratio of 3.89%, investors should weigh costs against performance when evaluating this mutual fund.

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