PHEZX Mutual Fund

PHEZX Mutual Fund

NAV$8.38
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Returns Overview

1 Month
-2.25%
3 Months
-3.31%
6 Months
-1.30%
YTD
-1.81%
1 Year
-1.27%
3 Years (annualized)
+7.07%
5 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEZX 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)
-1.81%
Peer Avg (YTD)
-1.59%
vs Peers
-0.23%

PHEZX Mutual Fund Performance

PHEZX performance across multiple time periods: 1-month -2.25%, YTD -1.81%, 1-year -1.27%, 3-year 7.07%, 5-year 4.11%.

PHEZX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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