PHEAX Mutual Fund

PHEAX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-2.27%
3 Months
-3.48%
6 Months
-1.54%
YTD
-2.11%
1 Year
-1.63%
3 Years (annualized)
+6.80%
5 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEAX 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
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📉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 Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-2.11%
Peer Avg (YTD)
-1.59%
vs Peers
-0.52%

PHEAX Mutual Fund Performance

PHEAX performance across multiple time periods: 1-month -2.27%, YTD -2.11%, 1-year -1.63%, 3-year 6.80%, 5-year 3.86%.

PHEAX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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