PHAYX Mutual Fund

PHAYX Mutual Fund

NAV$5.83
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Returns Overview

1 Month
-0.20%
3 Months
+0.89%
6 Months
+1.80%
YTD
+2.44%
1 Year
+6.09%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.68%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHAYX 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
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+0.12%
vs Peers
+2.32%

PHAYX Mutual Fund Performance

PHAYX performance across multiple time periods: 1-month -0.20%, YTD 2.44%, 1-year 6.09%, 3-year 8.00%, 5-year 3.68%, 10-year 4.97%.

PHAYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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