PHCHX Mutual Fund

PHCHX Mutual Fund

NAV$3.66
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Returns Overview

1 Month
-2.40%
3 Months
-2.16%
6 Months
+0.45%
YTD
+0.08%
1 Year
+0.17%
3 Years (annualized)
+7.70%
5 Years (annualized)
+3.82%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHCHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 2% Issuer Capped Bond Index(^BBUHYICB)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+0.50%
vs Peers
-0.42%

PHCHX Mutual Fund Performance

PHCHX performance across multiple time periods: 1-month -2.40%, YTD 0.08%, 1-year 0.17%, 3-year 7.70%, 5-year 3.82%, 10-year 4.88%.

PHCHX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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