PLSIX Mutual Fund

PLSIX Mutual Fund

NAV$11.95
See how much of PLSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.82%
3 Months
-1.33%
6 Months
+3.39%
YTD
+2.24%
1 Year
+3.96%
3 Years (annualized)
+4.28%
5 Years (annualized)
-1.63%
10 Years (annualized)
-0.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSIX 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 Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+7.10%
vs Peers
-4.87%

PLSIX Mutual Fund Performance

PLSIX performance across multiple time periods: 1-month -1.82%, YTD 2.24%, 1-year 3.96%, 3-year 4.28%, 5-year -1.63%, 10-year -0.15%.

PLSIX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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