FPHAX Mutual Fund

NAV$34.10

Returns Overview

1 Month
+5.93%
3 Months
+15.15%
6 Months
+15.60%
YTD
+15.56%
1 Year
+49.65%
3 Years (annualized)
+19.98%
5 Years (annualized)
+14.65%
10 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPHAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI North America IMI + ADR Custom Pharmaceuticals 25/50 Linked Index
This Mutual Fund (YTD)
+15.56%
Peer Avg (YTD)
+7.57%
vs Peers
+7.99%

FPHAX Mutual Fund Performance

FPHAX performance across multiple time periods: 1-month 5.93%, YTD 15.56%, 1-year 49.65%, 3-year 19.98%, 5-year 14.65%, 10-year 13.01%.

FPHAX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

FPHAX performance comparison shows side-by-side returns with another fund. FPHAX alternatives are available in the Mutual Fund Screener.