Find A Portfolio/Ticker
Comparison Box
PLSRX: PL Strategic Income I (MUTUAL FUND)
Basic Info 11.56 0(0.0%) January 15
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/27/2011 |
| Last Dividend Date: | 12/29/2020 |
| 12-Mo. Yield | 3.56% |
| Expenses | 0.85% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 0.3 | 9.3 | 6.6 | 7.9 | 6.6 | 9.8 | 13.7 | -2.6 | 5.8 | 11.0 | -2.8 | 1.9 | 7.5 | 16.5 | 0.3 |
| SR | NA | 6.82 | 0.91 | 0.92 | 1.43 | 1.45 | 0.95 | 5.57 | -1.76 | 2.9 | 3.25 | -0.81 | 0.68 | 2.24 | 6.43 | NA |
| DD(%) | NA | 0.1 | 19.9 | 19.9 | 19.9 | 19.9 | 19.9 | 0.7 | 4.6 | 1.2 | 3.4 | 7.1 | 5.6 | 6.0 | 2.0 | 0.0 |
| SD(%) | NA | 1.3 | 10.0 | 6.1 | 5.0 | 4.3 | 10.0 | 2.2 | 2.3 | 1.8 | 3.3 | 3.4 | 2.9 | 3.3 | 2.6 | 0.0 |
| TR | NA | 1.53 | 0.14 | 0.13 | 0.2 | 0.2 | 0.14 | 0.6 | -0.37 | 0.36 | 0.63 | -0.28 | 0.19 | 0.13 | 0.66 | 4496.2 |
| Alpha(%) | NA | 0.04 | 0.02 | 0.01 | 0.02 | 0.02 | 0.02 | 0.04 | -0.02 | 0.02 | 0.04 | -0.01 | 0.01 | 0.03 | 0.06 | 0.1 |
| Beta(%) | NA | 0.06 | 0.67 | 0.45 | 0.36 | 0.31 | 0.69 | 0.2 | 0.11 | 0.14 | 0.17 | 0.1 | 0.1 | 0.56 | 0.25 | 0.0 |
| RS | NA | 0.03 | 0.11 | 0.08 | 0.07 | 0.07 | 0.11 | 0.11 | 0.02 | 0.06 | 0.03 | 0.01 | 0.01 | 0.32 | 0.07 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CTIVX (Columbia Strategic Income R5) 0.04% (97%)
- PLSRX (PL Strategic Income I) 0.0% (96%)
- LBNYX (Lord Abbett Bond-Debenture I) 0.12% (95%)
- HSNTX (Hartford Strategic Income R5) 0.0% (92%)
- STISX (Federated Strategic Income Instl) 0.11% (88%)
- TSRRX (Thornburg Strategic Income R5) 0.08% (84%)
- CSOAX (Credit Suisse Strategic Income A) 0.10% (82%)
- RNSIX (RiverNorth Doubleline Strategic Inc I) (81%)
- FSRIX (Fidelity Advisor Strategic Income I) 0.0% (79%)
- RPSIX (T. Rowe Price Spectrum Income) 0.15% (79%)
Best Closed End Funds
- MMT (MFS Multi-Market Income Common) 0.16% (100%)
- EHI (Western Asset Global High Inc Common) 0.29% (100%)
- PFL (PIMCO Income Strategy) 0.35% (99%)
- PFN (PIMCO Income Strategy Fund II Common) 0.0% (99%)
- ERC (Wells Fargo Advantage Multi-Sec Inc) 0.74% (98%)
- PKO (PIMCO Income Opportunity Common) 0.32% (98%)
- PCI (PIMCO Dynamic Credit Income) 0.19% (97%)
- MCR (MFS Charter Income) 0.58% (96%)
- JHI (JHancock Investors) 0.46% (95%)
- PCN (PIMCO Corporate & Income Strgy) 0.24% (94%)
Latest Articles Related to PLSRX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments