PHASX Mutual Fund

PHASX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
+9.81%
3 Months
+11.59%
6 Months
+13.27%
YTD
+15.32%
1 Year
+10.55%
3 Years (annualized)
-3.52%
5 Years (annualized)
+6.91%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHASX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.32%
Peer Avg (YTD)
+21.07%
vs Peers
-5.75%

PHASX Mutual Fund Performance

PHASX performance across multiple time periods: 1-month 9.81%, YTD 15.32%, 1-year 10.55%, 3-year -3.52%, 5-year 6.91%, 10-year 8.07%.

PHASX returns trail the peer average of 21.07% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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