PHPIX Mutual Fund

PHPIX Mutual Fund

NAV$38.55
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Returns Overview

1 Month
-12.07%
3 Months
-4.56%
6 Months
+28.56%
YTD
+22.52%
1 Year
+49.86%
3 Years (annualized)
+21.31%
5 Years (annualized)
+10.16%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHPIX 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 Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+22.52%
Peer Avg (YTD)
+5.40%
vs Peers
+17.12%

PHPIX Mutual Fund Performance

PHPIX performance across multiple time periods: 1-month -12.07%, YTD 22.52%, 1-year 49.86%, 3-year 21.31%, 5-year 10.16%, 10-year 8.48%.

PHPIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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