PPLCX Mutual Fund

NAV$8.36

Returns Overview

1 Month
-0.36%
3 Months
-0.71%
6 Months
-1.65%
YTD
-1.53%
1 Year
+3.10%
3 Years (annualized)
+4.64%
5 Years (annualized)
+1.84%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLCX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
-1.53%
Peer Avg (YTD)
+3.23%
vs Peers
-4.76%

PPLCX Mutual Fund Performance

PPLCX performance across multiple time periods: 1-month -0.36%, YTD -1.53%, 1-year 3.10%, 3-year 4.64%, 5-year 1.84%, 10-year 1.90%.

PPLCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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