PLHYX Mutual Fund

PLHYX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+1.17%
3 Months
+0.75%
6 Months
+1.76%
YTD
+2.32%
1 Year
+3.93%
3 Years (annualized)
+7.40%
5 Years (annualized)
+3.64%
10 Years (annualized)
+5.04%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+2.15%
vs Peers
+0.17%

PLHYX Mutual Fund Performance

PLHYX performance across multiple time periods: 1-month 1.17%, YTD 2.32%, 1-year 3.93%, 3-year 7.40%, 5-year 3.64%, 10-year 5.04%.

PLHYX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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