PLUAX Mutual Fund

NAV$10.15

Returns Overview

6 Months
-0.10%
YTD
-0.10%
1 Year
+4.35%
3 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUAX 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 Short Treasury Total Return Index
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.38%
vs Peers
-0.48%

PLUAX Mutual Fund Performance

PLUAX performance across multiple time periods: YTD -0.10%, 1-year 4.35%, 3-year 3.84%.

PLUAX returns trail the peer average of 0.38% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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