PHIAX Mutual Fund

PHIAX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
-2.38%
3 Months
-2.02%
6 Months
+0.98%
YTD
+0.09%
1 Year
+1.32%
3 Years (annualized)
+7.95%
5 Years (annualized)
+3.14%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIAX 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
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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
ICE BofA Global High Yield Index
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+0.50%
vs Peers
-0.41%

PHIAX Mutual Fund Performance

PHIAX performance across multiple time periods: 1-month -2.38%, YTD 0.09%, 1-year 1.32%, 3-year 7.95%, 5-year 3.14%, 10-year 4.64%.

PHIAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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