PLHRX Mutual Fund

PLHRX Mutual Fund

NAV$20.02
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Returns Overview

1 Month
+1.87%
3 Months
+2.03%
6 Months
+8.35%
YTD
+11.72%
1 Year
+20.01%
3 Years (annualized)
+18.43%
5 Years (annualized)
+9.63%

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)
+11.72%
Peer Avg (YTD)
+8.76%
vs Peers
+2.96%

PLHRX Mutual Fund Performance

PLHRX performance across multiple time periods: 1-month 1.87%, YTD 11.72%, 1-year 20.01%, 3-year 18.43%, 5-year 9.63%.

PLHRX returns outperform the peer average of 8.76% 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.