PHPSX Mutual Fund

PHPSX Mutual Fund

NAV$31.72
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Returns Overview

1 Month
-12.15%
3 Months
-4.82%
6 Months
+27.88%
YTD
+21.63%
1 Year
+48.46%
3 Years (annualized)
+20.33%
5 Years (annualized)
+9.20%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHPSX 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)
+21.63%
Peer Avg (YTD)
+5.40%
vs Peers
+16.23%

PHPSX Mutual Fund Performance

PHPSX performance across multiple time periods: 1-month -12.15%, YTD 21.63%, 1-year 48.46%, 3-year 20.33%, 5-year 9.20%, 10-year 7.46%.

PHPSX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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