PLUIX Mutual Fund

PLUIX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+0.00%
3 Months
+0.70%
6 Months
+1.76%
YTD
+2.51%
1 Year
+4.12%
3 Years (annualized)
+4.58%
5 Years (annualized)
+3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUIX 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
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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)
+2.51%
Peer Avg (YTD)
-1.65%
vs Peers
+4.16%

PLUIX Mutual Fund Performance

PLUIX performance across multiple time periods: 1-month 0.00%, YTD 2.51%, 1-year 4.12%, 3-year 4.58%, 5-year 3.10%.

PLUIX 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.

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