PHEQX Mutual Fund

PHEQX Mutual Fund

NAV$8.39
See how much of PHEQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.13%
3 Months
-3.29%
6 Months
-1.27%
YTD
-1.78%
1 Year
-1.23%
3 Years (annualized)
+5.79%
5 Years (annualized)
+0.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEQX 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
PROUpgrade to run

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)
-1.78%
Peer Avg (YTD)
-1.59%
vs Peers
-0.20%

PHEQX Mutual Fund Performance

PHEQX performance across multiple time periods: 1-month -2.13%, YTD -1.78%, 1-year -1.23%, 3-year 5.79%, 5-year 0.55%.

PHEQX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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