PHAYX Mutual Fund

PHAYX Mutual Fund

NAV$5.67
See how much of PHAYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.45%
3 Months
-1.85%
6 Months
+0.91%
YTD
+0.75%
1 Year
+2.41%
3 Years (annualized)
+8.21%
5 Years (annualized)
+3.78%
10 Years (annualized)
+4.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHAYX 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
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.50%
vs Peers
+0.26%

PHAYX Mutual Fund Performance

PHAYX performance across multiple time periods: 1-month -2.45%, YTD 0.75%, 1-year 2.41%, 3-year 8.21%, 5-year 3.78%, 10-year 4.83%.

PHAYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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