PHDCX Mutual Fund

PHDCX Mutual Fund

NAV$7.73
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Returns Overview

1 Month
-2.55%
3 Months
-2.04%
6 Months
-0.36%
YTD
-1.28%
1 Year
+0.15%
3 Years (annualized)
+6.63%
5 Years (annualized)
+2.52%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHDCX 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
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
-1.28%
Peer Avg (YTD)
+0.50%
vs Peers
-1.78%

PHDCX Mutual Fund Performance

PHDCX performance across multiple time periods: 1-month -2.55%, YTD -1.28%, 1-year 0.15%, 3-year 6.63%, 5-year 2.52%, 10-year 3.60%.

PHDCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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