PHLOX Mutual Fund

PHLOX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
-5.02%
3 Months
-12.79%
6 Months
+8.01%
YTD
+0.17%
1 Year
+5.89%
3 Years (annualized)
+15.04%
5 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLOX 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

This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
+6.10%
vs Peers
-5.93%

PHLOX Mutual Fund Performance

PHLOX performance across multiple time periods: 1-month -5.02%, YTD 0.17%, 1-year 5.89%, 3-year 15.04%, 5-year 6.14%.

PHLOX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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