PLFGX Mutual Fund

PLFGX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-2.03%
3 Months
-1.77%
6 Months
+2.57%
YTD
+2.18%
1 Year
+5.22%
3 Years (annualized)
+9.60%
5 Years (annualized)
+3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFGX 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
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📉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 Index
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+7.09%
vs Peers
-4.90%

PLFGX Mutual Fund Performance

PLFGX performance across multiple time periods: 1-month -2.03%, YTD 2.18%, 1-year 5.22%, 3-year 9.60%, 5-year 3.47%.

PLFGX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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