PLBEX Mutual Fund

PLBEX Mutual Fund

NAV$36.92
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Returns Overview

1 Month
+1.16%
3 Months
-0.06%
6 Months
+23.60%
YTD
+12.73%
1 Year
+13.88%
3 Years (annualized)
+15.61%
5 Years (annualized)
+4.98%
10 Years (annualized)
+13.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLBEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+8.68%
vs Peers
+4.05%

PLBEX Mutual Fund Performance

PLBEX performance across multiple time periods: 1-month 1.16%, YTD 12.73%, 1-year 13.88%, 3-year 15.61%, 5-year 4.98%, 10-year 13.48%.

PLBEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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