PLAHX Mutual Fund

PLAHX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+1.14%
3 Months
+0.78%
6 Months
+1.72%
YTD
+2.23%
1 Year
+3.73%
3 Years (annualized)
+7.12%
5 Years (annualized)
+3.48%
10 Years (annualized)
+4.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLAHX 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)
+2.23%
Peer Avg (YTD)
+2.15%
vs Peers
+0.08%

PLAHX Mutual Fund Performance

PLAHX performance across multiple time periods: 1-month 1.14%, YTD 2.23%, 1-year 3.73%, 3-year 7.12%, 5-year 3.48%, 10-year 4.83%.

PLAHX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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