PLLAX Mutual Fund

PLLAX Mutual Fund

NAV$29.81
See how much of PLLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.57%
3 Months
-9.67%
6 Months
+8.24%
YTD
+5.93%
1 Year
+11.08%
3 Years (annualized)
+12.95%
5 Years (annualized)
+4.88%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLLAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+10.34%
vs Peers
-4.41%

PLLAX Mutual Fund Performance

PLLAX performance across multiple time periods: 1-month -5.57%, YTD 5.93%, 1-year 11.08%, 3-year 12.95%, 5-year 4.88%, 10-year 9.88%.

PLLAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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