PHAYX Mutual Fund

PHAYX Mutual Fund

NAV$5.66
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Returns Overview

1 Month
+0.82%
3 Months
+0.87%
6 Months
+2.14%
YTD
+3.28%
1 Year
+5.70%
3 Years (annualized)
+8.21%
5 Years (annualized)
+3.78%
10 Years (annualized)
+4.83%

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)
+3.28%
Peer Avg (YTD)
+2.15%
vs Peers
+1.13%

PHAYX Mutual Fund Performance

PHAYX performance across multiple time periods: 1-month 0.82%, YTD 3.28%, 1-year 5.70%, 3-year 8.21%, 5-year 3.78%, 10-year 4.83%.

PHAYX returns outperform the peer average of 2.15% 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.