PLHRX Mutual Fund

NAV$20.24

Returns Overview

1 Month
+0.35%
3 Months
+12.70%
6 Months
+10.81%
YTD
+9.88%
1 Year
+22.76%
3 Years (annualized)
+17.94%
5 Years (annualized)
+9.98%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2065 Total Return USD(SPTGT65TR)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+7.64%
vs Peers
+2.24%

PLHRX Mutual Fund Performance

PLHRX performance across multiple time periods: 1-month 0.35%, YTD 9.88%, 1-year 22.76%, 3-year 17.94%, 5-year 9.98%.

PLHRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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