PLSCX Mutual Fund

NAV$8.27

Returns Overview

1 Month
-2.48%
3 Months
+0.85%
6 Months
+1.97%
YTD
+4.42%
1 Year
+14.80%
3 Years (annualized)
+10.44%
5 Years (annualized)
+4.58%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSCX 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 Global Aggregate Index
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+5.87%
vs Peers
-1.45%

PLSCX Mutual Fund Performance

PLSCX performance across multiple time periods: 1-month -2.48%, YTD 4.42%, 1-year 14.80%, 3-year 10.44%, 5-year 4.58%, 10-year 6.50%.

PLSCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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