PHIKX Mutual Fund

PHIKX Mutual Fund

NAV$27.78
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Returns Overview

1 Month
-1.98%
3 Months
-6.57%
6 Months
+11.76%
YTD
+12.72%
1 Year
+16.83%
3 Years (annualized)
+15.99%
5 Years (annualized)
+5.45%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIKX 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 US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+12.72%
Peer Avg (YTD)
+10.47%
vs Peers
+2.25%

PHIKX Mutual Fund Performance

PHIKX performance across multiple time periods: 1-month -1.98%, YTD 12.72%, 1-year 16.83%, 3-year 15.99%, 5-year 5.45%, 10-year 11.39%.

PHIKX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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