PHEFX Mutual Fund

PHEFX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
-0.78%
3 Months
+0.51%
6 Months
+10.22%
YTD
+7.08%
1 Year
+8.43%
3 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+9.91%
vs Peers
-2.83%

PHEFX Mutual Fund Performance

PHEFX performance across multiple time periods: 1-month -0.78%, YTD 7.08%, 1-year 8.43%, 3-year 14.65%.

PHEFX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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