PLHYX Mutual Fund

PLHYX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+0.70%
3 Months
-0.46%
6 Months
-0.35%
YTD
+0.68%
1 Year
+1.68%
3 Years (annualized)
+7.84%
5 Years (annualized)
+3.35%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLHYX 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)
+0.68%
Peer Avg (YTD)
+2.28%
vs Peers
-1.61%

PLHYX Mutual Fund Performance

PLHYX performance across multiple time periods: 1-month 0.70%, YTD 0.68%, 1-year 1.68%, 3-year 7.84%, 5-year 3.35%, 10-year 4.79%.

PLHYX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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