PPLZX Mutual Fund

NAV$8.36

Returns Overview

1 Month
-0.48%
3 Months
-0.71%
6 Months
-1.65%
YTD
-1.65%
1 Year
+4.25%
3 Years (annualized)
+5.77%
5 Years (annualized)
+2.80%
10 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLZX 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)
-1.65%
Peer Avg (YTD)
+3.23%
vs Peers
-4.87%

PPLZX Mutual Fund Performance

PPLZX performance across multiple time periods: 1-month -0.48%, YTD -1.65%, 1-year 4.25%, 3-year 5.77%, 5-year 2.80%, 10-year 2.88%.

PPLZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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