PHYFX Mutual Fund

PHYFX Mutual Fund

NAV$6.34
See how much of PHYFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.32%
3 Months
-1.73%
6 Months
+0.48%
YTD
-1.04%
1 Year
-0.01%
3 Years (annualized)
+6.96%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US High Yld 2% Issuer Capped Index(^BBGUSHY2ICI)
This Mutual Fund (YTD)
-1.04%
Peer Avg (YTD)
+0.50%
vs Peers
-1.54%

PHYFX Mutual Fund Performance

PHYFX performance across multiple time periods: 1-month -2.32%, YTD -1.04%, 1-year -0.01%, 3-year 6.96%, 5-year 3.79%, 10-year 5.36%.

PHYFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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