PLSTX Mutual Fund

NAV$10.34

Returns Overview

1 Month
-0.02%
3 Months
+1.72%
6 Months
+1.10%
YTD
+1.10%
1 Year
+4.32%
3 Years (annualized)
+6.51%
5 Years (annualized)
+2.70%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSTX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+3.23%
vs Peers
-2.12%

PLSTX Mutual Fund Performance

PLSTX performance across multiple time periods: 1-month -0.02%, YTD 1.10%, 1-year 4.32%, 3-year 6.51%, 5-year 2.70%, 10-year 4.51%.

PLSTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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