PHSWX Mutual Fund

PHSWX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-5.05%
3 Months
+2.73%
6 Months
-0.18%
YTD
+6.72%
1 Year
+6.84%
3 Years (annualized)
+12.13%
5 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSWX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+8.67%
vs Peers
-1.95%

PHSWX Mutual Fund Performance

PHSWX performance across multiple time periods: 1-month -5.05%, YTD 6.72%, 1-year 6.84%, 3-year 12.13%, 5-year 4.55%.

PHSWX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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