PLUHX Mutual Fund

PLUHX Mutual Fund

NAV$9.96
See how much of PLUHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.00%
3 Months
+0.70%
6 Months
+1.76%
YTD
+2.51%
1 Year
+4.37%
3 Years (annualized)
+5.46%
5 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLUHX 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 Short Treasury Total Return Index
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
-1.65%
vs Peers
+4.16%

PLUHX Mutual Fund Performance

PLUHX performance across multiple time periods: 1-month 0.00%, YTD 2.51%, 1-year 4.37%, 3-year 5.46%, 5-year 3.91%.

PLUHX returns outperform the peer average of -1.65% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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