PLUAX Mutual Fund

PLUAX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.01%
3 Months
+0.64%
6 Months
+1.64%
YTD
+2.32%
1 Year
+3.41%
3 Years (annualized)
+3.96%
5 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUAX 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 Short Treasury Total Return Index
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
-1.65%
vs Peers
+3.98%

PLUAX Mutual Fund Performance

PLUAX performance across multiple time periods: 1-month -0.01%, YTD 2.32%, 1-year 3.41%, 3-year 3.96%, 5-year 3.67%.

PLUAX returns outperform the peer average of -1.65% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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