PHSZX Mutual Fund

PHSZX Mutual Fund

NAV$48.03
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Returns Overview

1 Month
-4.48%
3 Months
-1.99%
6 Months
+12.52%
YTD
+6.20%
1 Year
+24.11%
3 Years (annualized)
+15.64%
5 Years (annualized)
+6.62%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSZX 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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+8.76%
vs Peers
-2.57%

PHSZX Mutual Fund Performance

PHSZX performance across multiple time periods: 1-month -4.48%, YTD 6.20%, 1-year 24.11%, 3-year 15.64%, 5-year 6.62%, 10-year 12.70%.

PHSZX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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