PLUIX Mutual Fund

NAV$9.98

Returns Overview

1 Month
+0.33%
3 Months
+1.05%
6 Months
+1.80%
YTD
+1.80%
1 Year
+4.95%
3 Years (annualized)
+4.72%
5 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUIX 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 Short Treasury Total Return Index
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+0.38%
vs Peers
+1.41%

PLUIX Mutual Fund Performance

PLUIX performance across multiple time periods: 1-month 0.33%, YTD 1.80%, 1-year 4.95%, 3-year 4.72%, 5-year 2.98%.

PLUIX returns outperform the peer average of 0.38% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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