PHGFX Mutual Fund

PHGFX Mutual Fund

NAV$4.67
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Returns Overview

1 Month
-3.31%
3 Months
-4.67%
6 Months
-3.87%
YTD
-4.08%
1 Year
-3.53%
3 Years (annualized)
+2.67%
5 Years (annualized)
-1.81%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHGFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.08%
Peer Avg (YTD)
+0.50%
vs Peers
-4.58%

PHGFX Mutual Fund Performance

PHGFX performance across multiple time periods: 1-month -3.31%, YTD -4.08%, 1-year -3.53%, 3-year 2.67%, 5-year -1.81%, 10-year 0.85%.

PHGFX returns trail the peer average of 0.50% YTD. With an expense ratio of 4.69%, investors should weigh costs against performance when evaluating this mutual fund.

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