PLFRX Mutual Fund

PLFRX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.23%
3 Months
+1.78%
6 Months
+3.64%
YTD
+3.11%
1 Year
+4.83%
3 Years (annualized)
+6.00%
5 Years (annualized)
+4.81%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLFRX 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
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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)
+3.11%
Peer Avg (YTD)
+0.50%
vs Peers
+2.61%

PLFRX Mutual Fund Performance

PLFRX performance across multiple time periods: 1-month 0.23%, YTD 3.11%, 1-year 4.83%, 3-year 6.00%, 5-year 4.81%, 10-year 3.44%.

PLFRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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