PLHIX Mutual Fund

PLHIX Mutual Fund

NAV$9.15
See how much of PLHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.44%
3 Months
+0.14%
6 Months
+0.68%
YTD
+1.22%
1 Year
+3.86%
3 Years (annualized)
+7.19%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.23%

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
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)
+1.22%
Peer Avg (YTD)
+0.12%
vs Peers
+1.10%

PLHIX Mutual Fund Performance

PLHIX performance across multiple time periods: 1-month -0.44%, YTD 1.22%, 1-year 3.86%, 3-year 7.19%, 5-year 3.66%, 10-year 5.23%.

PLHIX returns outperform the peer average of 0.12% 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.