PLFDX Mutual Fund

PLFDX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.22%
3 Months
+1.76%
6 Months
+3.60%
YTD
+3.05%
1 Year
+4.75%
3 Years (annualized)
+5.67%
5 Years (annualized)
+4.72%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFDX 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)
+3.05%
Peer Avg (YTD)
+0.50%
vs Peers
+2.55%

PLFDX Mutual Fund Performance

PLFDX performance across multiple time periods: 1-month 0.22%, YTD 3.05%, 1-year 4.75%, 3-year 5.67%, 5-year 4.72%, 10-year 4.42%.

PLFDX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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