PHLQX Mutual Fund

PHLQX Mutual Fund

NAV$48.61
See how much of PHLQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.49%
3 Months
-1.96%
6 Months
+12.58%
YTD
+6.28%
1 Year
+24.24%
3 Years (annualized)
+15.74%
5 Years (annualized)
+11.28%
10 Years (annualized)
+18.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLQX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Composite 1500 Index
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+8.76%
vs Peers
-2.49%

PHLQX Mutual Fund Performance

PHLQX performance across multiple time periods: 1-month -4.49%, YTD 6.28%, 1-year 24.24%, 3-year 15.74%, 5-year 11.28%, 10-year 18.98%.

PHLQX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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