PHLCX Mutual Fund

PHLCX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-4.63%
3 Months
-2.28%
6 Months
+11.84%
YTD
+5.32%
1 Year
+22.77%
3 Years (annualized)
+19.58%
5 Years (annualized)
+8.31%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLCX 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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+5.32%
Peer Avg (YTD)
+8.76%
vs Peers
-3.45%

PHLCX Mutual Fund Performance

PHLCX performance across multiple time periods: 1-month -4.63%, YTD 5.32%, 1-year 22.77%, 3-year 19.58%, 5-year 8.31%, 10-year 13.02%.

PHLCX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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