PLSRX Mutual Fund

PLSRX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
-2.34%
3 Months
-2.41%
6 Months
-0.73%
YTD
-1.25%
1 Year
-0.16%
3 Years (annualized)
+6.45%
5 Years (annualized)
+2.87%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLSRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
+0.50%
vs Peers
-1.75%

PLSRX Mutual Fund Performance

PLSRX performance across multiple time periods: 1-month -2.34%, YTD -1.25%, 1-year -0.16%, 3-year 6.45%, 5-year 2.87%, 10-year 4.50%.

PLSRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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