PHCIX Mutual Fund

PHCIX Mutual Fund

NAV$3.67
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Returns Overview

1 Month
-2.63%
3 Months
-2.09%
6 Months
+0.58%
YTD
+0.28%
1 Year
+0.43%
3 Years (annualized)
+8.07%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHCIX 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
Bloomberg Barclays US High Yield 2% Issuer Capped Bond Index(^BBUHYICB)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.50%
vs Peers
-0.22%

PHCIX Mutual Fund Performance

PHCIX performance across multiple time periods: 1-month -2.63%, YTD 0.28%, 1-year 0.43%, 3-year 8.07%, 5-year 4.14%, 10-year 5.17%.

PHCIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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