PHSYX Mutual Fund

PHSYX Mutual Fund

NAV$72.89
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Returns Overview

1 Month
-2.85%
3 Months
-0.82%
6 Months
+6.86%
YTD
+3.23%
1 Year
+15.17%
3 Years (annualized)
+8.20%
5 Years (annualized)
+5.28%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSYX 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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+8.76%
vs Peers
-5.54%

PHSYX Mutual Fund Performance

PHSYX performance across multiple time periods: 1-month -2.85%, YTD 3.23%, 1-year 15.17%, 3-year 8.20%, 5-year 5.28%, 10-year 9.44%.

PHSYX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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