PLHTX Mutual Fund

NAV$21.32

Returns Overview

1 Month
+0.34%
3 Months
+12.71%
6 Months
+10.79%
YTD
+9.86%
1 Year
+22.79%
3 Years (annualized)
+17.56%
5 Years (annualized)
+9.75%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLHTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2055 Total Return USD(^SPTD55T:SP)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+7.64%
vs Peers
+2.22%

PLHTX Mutual Fund Performance

PLHTX performance across multiple time periods: 1-month 0.34%, YTD 9.86%, 1-year 22.79%, 3-year 17.56%, 5-year 9.75%, 10-year 11.73%.

PLHTX 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.

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