PLHRX Mutual Fund

PLHRX Mutual Fund

NAV$20.23
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Returns Overview

1 Month
-0.20%
3 Months
+4.11%
6 Months
+7.40%
YTD
+9.66%
1 Year
+21.21%
3 Years (annualized)
+16.73%
5 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLHRX 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
S&P Target Date 2065 Total Return USD(SPTGT65TR)
This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+6.99%
vs Peers
+2.67%

PLHRX Mutual Fund Performance

PLHRX performance across multiple time periods: 1-month -0.20%, YTD 9.66%, 1-year 21.21%, 3-year 16.73%, 5-year 9.71%.

PLHRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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