PLHYX Mutual Fund

NAV$9.28

Returns Overview

1 Month
+0.03%
3 Months
+2.16%
6 Months
+1.69%
YTD
+1.59%
1 Year
+4.72%
3 Years (annualized)
+7.72%
5 Years (annualized)
+3.67%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLHYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+3.23%
vs Peers
-1.64%

PLHYX Mutual Fund Performance

PLHYX performance across multiple time periods: 1-month 0.03%, YTD 1.59%, 1-year 4.72%, 3-year 7.72%, 5-year 3.67%, 10-year 5.44%.

PLHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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