PLRPX Mutual Fund

PLRPX Mutual Fund

NAV$6.53
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Returns Overview

1 Month
-5.42%
3 Months
-8.24%
6 Months
-6.50%
YTD
-7.18%
1 Year
-6.90%
3 Years (annualized)
+3.30%
5 Years (annualized)
-4.23%
10 Years (annualized)
+0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLRPX 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 Barclays Long Government/Credit Bond Index(^BBLTGCRI)
This Mutual Fund (YTD)
-7.18%
Peer Avg (YTD)
+0.50%
vs Peers
-7.68%

PLRPX Mutual Fund Performance

PLRPX performance across multiple time periods: 1-month -5.42%, YTD -7.18%, 1-year -6.90%, 3-year 3.30%, 5-year -4.23%, 10-year 0.86%.

PLRPX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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