PLCHX Mutual Fund

PLCHX Mutual Fund

NAV$9.00
See how much of PLCHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-1.33%
6 Months
-1.38%
YTD
-0.70%
1 Year
+0.10%
3 Years (annualized)
+6.52%
5 Years (annualized)
+2.28%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.70%
Peer Avg (YTD)
+1.93%
vs Peers
-2.63%

PLCHX Mutual Fund Performance

PLCHX performance across multiple time periods: YTD -0.70%, 1-year 0.10%, 3-year 6.52%, 5-year 2.28%, 10-year 3.75%.

PLCHX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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