PLEDX Mutual Fund

PLEDX Mutual Fund

NAV$8.28
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Returns Overview

1 Month
-2.90%
3 Months
-4.01%
6 Months
-3.17%
YTD
-3.19%
1 Year
-2.21%
3 Years (annualized)
+4.30%
5 Years (annualized)
+0.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLEDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.19%
Peer Avg (YTD)
+0.50%
vs Peers
-3.69%

PLEDX Mutual Fund Performance

PLEDX performance across multiple time periods: 1-month -2.90%, YTD -3.19%, 1-year -2.21%, 3-year 4.30%, 5-year 0.13%.

PLEDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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