PLHIX Mutual Fund

PLHIX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
+0.72%
3 Months
-0.44%
6 Months
-0.30%
YTD
+0.77%
1 Year
+1.81%
3 Years (annualized)
+7.92%
5 Years (annualized)
+3.49%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLHIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+2.28%
vs Peers
-1.51%

PLHIX Mutual Fund Performance

PLHIX performance across multiple time periods: 1-month 0.72%, YTD 0.77%, 1-year 1.81%, 3-year 7.92%, 5-year 3.49%, 10-year 4.87%.

PLHIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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