PLHTX Mutual Fund

PLHTX Mutual Fund

NAV$21.07
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Returns Overview

1 Month
-1.37%
3 Months
+0.24%
6 Months
+12.98%
YTD
+10.12%
1 Year
+14.45%
3 Years (annualized)
+18.02%
5 Years (annualized)
+9.40%
10 Years (annualized)
+11.47%

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
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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 2055 Total Return USD(^SPTD55T:SP)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+7.09%
vs Peers
+3.03%

PLHTX Mutual Fund Performance

PLHTX performance across multiple time periods: 1-month -1.37%, YTD 10.12%, 1-year 14.45%, 3-year 18.02%, 5-year 9.40%, 10-year 11.47%.

PLHTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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