PLSJX Mutual Fund

PLSJX Mutual Fund

NAV$11.85
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Returns Overview

1 Month
-1.92%
3 Months
-1.42%
6 Months
+3.24%
YTD
+2.08%
1 Year
+3.72%
3 Years (annualized)
+4.25%
5 Years (annualized)
-1.68%
10 Years (annualized)
-0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSJX 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
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🏦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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+7.10%
vs Peers
-5.02%

PLSJX Mutual Fund Performance

PLSJX performance across multiple time periods: 1-month -1.92%, YTD 2.08%, 1-year 3.72%, 3-year 4.25%, 5-year -1.68%, 10-year -0.17%.

PLSJX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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