PHTTX Mutual Fund

PHTTX Mutual Fund

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Returns Overview

1 Month
-1.91%
3 Months
-1.45%
6 Months
+4.21%
YTD
+3.29%
1 Year
+5.48%
3 Years (annualized)
+10.18%
5 Years (annualized)
+4.45%
10 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTTX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+7.09%
vs Peers
-3.80%

PHTTX Mutual Fund Performance

PHTTX performance across multiple time periods: 1-month -1.91%, YTD 3.29%, 1-year 5.48%, 3-year 10.18%, 5-year 4.45%, 10-year 6.74%.

PHTTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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