FPHAX Mutual Fund

FPHAX Mutual Fund

NAV$34.11
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Returns Overview

1 Month
+3.88%
3 Months
+6.50%
6 Months
+7.92%
YTD
+16.19%
1 Year
+45.72%
3 Years (annualized)
+19.14%
5 Years (annualized)
+14.14%
10 Years (annualized)
+12.98%

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
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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
MSCI North America IMI + ADR Custom Pharmaceuticals 25/50 Linked Index
This Mutual Fund (YTD)
+16.19%
Peer Avg (YTD)
+9.65%
vs Peers
+6.55%

FPHAX Mutual Fund Performance

FPHAX performance across multiple time periods: 1-month 3.88%, YTD 16.19%, 1-year 45.72%, 3-year 19.14%, 5-year 14.14%, 10-year 12.98%.

FPHAX returns outperform the peer average of 9.65% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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