PLUDX Mutual Fund

PLUDX Mutual Fund

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Returns Overview

1 Month
-0.10%
3 Months
+0.70%
6 Months
+1.66%
YTD
+2.40%
1 Year
+3.63%
3 Years (annualized)
+4.49%
5 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUDX 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)
+2.40%
Peer Avg (YTD)
-1.65%
vs Peers
+4.06%

PLUDX Mutual Fund Performance

PLUDX performance across multiple time periods: 1-month -0.10%, YTD 2.40%, 1-year 3.63%, 3-year 4.49%, 5-year 3.04%.

PLUDX returns outperform the peer average of -1.65% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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