Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PLHBX NA 16.79% NA NA NA NA NA
Data as of 02/25/2021, Common starting date is 03/04/2019
More Performance Analytics Comparison
Name Start Date End Date
PLHBX 03/04/2019 02/25/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -1.73 16.79 NA NA NA NA NA 2.68 10.83 6.37
Sharpe Ratio NA 0.62 NA NA NA NA NA 1.57 0.39 0.67
Standard Deviation(%) NA 26.79 NA NA NA NA NA 12.56 26.78 9.45
Draw Down(%) NA 24.94 NA NA NA NA NA 3.43 29.08 4.91
Yield(%) 0.00 0.00 1.34 0.81 0.40 0.27 0.20 0.00 0.00 4.03
Data as of 02/25/2021, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLHBX (PLHBX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLHBX (PLHBX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return