PHYQX Mutual Fund

PHYQX Mutual Fund

NAV$4.61
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Returns Overview

1 Month
-2.38%
3 Months
-2.02%
6 Months
+0.32%
YTD
+0.13%
1 Year
+1.38%
3 Years (annualized)
+9.71%
5 Years (annualized)
+7.63%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYQX 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
Bloomberg US Corporate High Yield 1% Issuer Capped Index(^BBUSCHYICI)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+0.50%
vs Peers
-0.37%

PHYQX Mutual Fund Performance

PHYQX performance across multiple time periods: 1-month -2.38%, YTD 0.13%, 1-year 1.38%, 3-year 9.71%, 5-year 7.63%, 10-year 7.36%.

PHYQX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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