PHYUX Mutual Fund

PHYUX Mutual Fund

NAV$5.63
See how much of PHYUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.45%
3 Months
-1.66%
6 Months
+1.14%
YTD
+0.84%
1 Year
+2.54%
3 Years (annualized)
+8.39%
5 Years (annualized)
+3.92%
10 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYUX 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
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+0.50%
vs Peers
+0.34%

PHYUX Mutual Fund Performance

PHYUX performance across multiple time periods: 1-month -2.45%, YTD 0.84%, 1-year 2.54%, 3-year 8.39%, 5-year 3.92%, 10-year 5.10%.

PHYUX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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