PLAAX Mutual Fund

PLAAX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
+3.20%
3 Months
-0.50%
6 Months
+14.75%
YTD
+3.44%
1 Year
+1.37%
3 Years (annualized)
+13.20%
5 Years (annualized)
+6.15%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLAAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.44%
Peer Avg (YTD)
+8.68%
vs Peers
-5.25%

PLAAX Mutual Fund Performance

PLAAX performance across multiple time periods: 1-month 3.20%, YTD 3.44%, 1-year 1.37%, 3-year 13.20%, 5-year 6.15%, 10-year 13.57%.

PLAAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

PLAAX vs another fund shows side-by-side returns. PLAAX alternatives are available in the Mutual Fund Screener.