PHSPX Mutual Fund

PHSPX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-2.28%
3 Months
-1.43%
6 Months
+0.82%
YTD
-0.21%
1 Year
+1.28%
3 Years (annualized)
+8.63%
5 Years (annualized)
+4.42%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSPX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+0.50%
vs Peers
-0.71%

PHSPX Mutual Fund Performance

PHSPX performance across multiple time periods: 1-month -2.28%, YTD -0.21%, 1-year 1.28%, 3-year 8.63%, 5-year 4.42%, 10-year 5.40%.

PHSPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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