PPLCX Mutual Fund

PPLCX Mutual Fund

NAV$8.24
See how much of PPLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.23%
3 Months
-1.18%
6 Months
-0.25%
YTD
-0.49%
1 Year
+0.43%
3 Years (annualized)
+4.35%
5 Years (annualized)
+1.84%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+0.50%
vs Peers
-0.99%

PPLCX Mutual Fund Performance

PPLCX performance across multiple time periods: 1-month -1.23%, YTD -0.49%, 1-year 0.43%, 3-year 4.35%, 5-year 1.84%, 10-year 1.88%.

PPLCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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