PHICX Mutual Fund

PHICX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-4.29%
3 Months
-6.54%
6 Months
-3.20%
YTD
-3.50%
1 Year
-2.33%
3 Years (annualized)
+3.85%
5 Years (annualized)
-0.40%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHICX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.50%
Peer Avg (YTD)
-3.84%
vs Peers
+0.34%

PHICX Mutual Fund Performance

PHICX performance across multiple time periods: 1-month -4.29%, YTD -3.50%, 1-year -2.33%, 3-year 3.85%, 5-year -0.40%, 10-year 1.32%.

PHICX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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