PLFIX Mutual Fund

PLFIX Mutual Fund

NAV$37.21
See how much of PLFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.36%
3 Months
+2.27%
6 Months
+17.80%
YTD
+12.42%
1 Year
+15.62%
3 Years (annualized)
+20.88%
5 Years (annualized)
+12.62%
10 Years (annualized)
+15.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+9.98%
vs Peers
+2.44%

PLFIX Mutual Fund Performance

PLFIX performance across multiple time periods: 1-month -0.36%, YTD 12.42%, 1-year 15.62%, 3-year 20.88%, 5-year 12.62%, 10-year 15.18%.

PLFIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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