PLMPX Mutual Fund

PLMPX Mutual Fund

NAV$7.67
See how much of PLMPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.89%
3 Months
+2.39%
6 Months
+6.13%
YTD
+6.67%
1 Year
+9.77%
3 Years (annualized)
+9.76%
5 Years (annualized)
+5.42%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLMPX 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
JPMorgan ELMI+ Index Total Return USD(^JPELMI+TR)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+5.40%
vs Peers
+1.27%

PLMPX Mutual Fund Performance

PLMPX performance across multiple time periods: 1-month -0.89%, YTD 6.67%, 1-year 9.77%, 3-year 9.76%, 5-year 5.42%, 10-year 3.17%.

PLMPX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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