PLHIX Mutual Fund

PLHIX Mutual Fund

NAV$8.88
See how much of PLHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.33%
3 Months
-1.59%
6 Months
+0.60%
YTD
+0.05%
1 Year
+1.03%
3 Years (annualized)
+7.47%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLHIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+0.50%
vs Peers
-0.45%

PLHIX Mutual Fund Performance

PLHIX performance across multiple time periods: 1-month -2.33%, YTD 0.05%, 1-year 1.03%, 3-year 7.47%, 5-year 3.79%, 10-year 5.12%.

PLHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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