PPLSX Mutual Fund

PPLSX Mutual Fund

NAV$8.44
See how much of PPLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
-1.18%
6 Months
+8.02%
YTD
+6.64%
1 Year
+9.26%
3 Years (annualized)
+12.25%
5 Years (annualized)
+5.62%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLSX 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 Global Aggregate Index
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+4.96%
vs Peers
+1.68%

PPLSX Mutual Fund Performance

PPLSX performance across multiple time periods: 1-month -2.00%, YTD 6.64%, 1-year 9.26%, 3-year 12.25%, 5-year 5.62%, 10-year 7.46%.

PPLSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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