PLUSX Mutual Fund

PLUSX Mutual Fund

NAV$8.45
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Returns Overview

1 Month
-1.99%
3 Months
-1.30%
6 Months
+7.87%
YTD
+6.36%
1 Year
+8.95%
3 Years (annualized)
+11.82%
5 Years (annualized)
+5.27%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUSX 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 Global Aggregate Index
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+4.96%
vs Peers
+1.40%

PLUSX Mutual Fund Performance

PLUSX performance across multiple time periods: 1-month -1.99%, YTD 6.36%, 1-year 8.95%, 3-year 11.82%, 5-year 5.27%, 10-year 7.15%.

PLUSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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