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PLSRX: PL Strategic Income I (MUTUAL FUND)
Basic Info 11.1 0.01(0.09%) October 26
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/27/2011 |
| Last Dividend Date: | 03/31/2020 |
| 12-Mo. Yield | 3.56% |
| Expenses | 0.85% |
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Performance Analytics (As of 10/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 2.6 | 4.3 | 4.6 | 5.2 | 5.9 | 13.7 | -2.6 | 5.8 | 11.0 | -2.8 | 1.9 | 7.5 | 16.5 | 0.3 |
| SR | NA | 0.28 | 0.41 | 0.59 | 0.87 | 1.28 | 5.57 | -1.76 | 2.9 | 3.25 | -0.81 | 0.68 | 2.24 | 6.43 | NA |
| DD(%) | NA | 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 | 11.0 | 10.0 | 6.0 | 5.0 | 4.3 | 2.2 | 2.3 | 1.8 | 3.3 | 3.4 | 2.9 | 3.3 | 2.6 | 0.0 |
| TR | NA | 0.04 | 0.06 | 0.08 | 0.12 | 0.17 | 0.6 | -0.37 | 0.36 | 0.63 | -0.28 | 0.19 | 0.13 | 0.66 | 4496.2 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.04 | -0.02 | 0.02 | 0.04 | -0.01 | 0.01 | 0.03 | 0.06 | 0.1 |
| Beta(%) | NA | 0.72 | 0.68 | 0.45 | 0.36 | 0.31 | 0.2 | 0.11 | 0.14 | 0.17 | 0.1 | 0.1 | 0.56 | 0.25 | 0.0 |
| RS | NA | 0.12 | 0.12 | 0.08 | 0.07 | 0.07 | 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
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
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