PHRCX Mutual Fund

PHRCX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-5.33%
3 Months
-5.56%
6 Months
+5.50%
YTD
+9.95%
1 Year
+11.45%
3 Years (annualized)
+10.91%
5 Years (annualized)
+2.47%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHRCX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+4.73%
vs Peers
+5.22%

PHRCX Mutual Fund Performance

PHRCX performance across multiple time periods: 1-month -5.33%, YTD 9.95%, 1-year 11.45%, 3-year 10.91%, 5-year 2.47%, 10-year 5.38%.

PHRCX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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