PLEBX Mutual Fund

PLEBX Mutual Fund

NAV$8.31
See how much of PLEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.89%
3 Months
-3.99%
6 Months
-3.14%
YTD
-3.15%
1 Year
-2.17%
3 Years (annualized)
+4.39%
5 Years (annualized)
+0.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLEBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.15%
Peer Avg (YTD)
+0.50%
vs Peers
-3.65%

PLEBX Mutual Fund Performance

PLEBX performance across multiple time periods: 1-month -2.89%, YTD -3.15%, 1-year -2.17%, 3-year 4.39%, 5-year 0.18%.

PLEBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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