PHCHX Mutual Fund

PHCHX Mutual Fund

NAV$3.74
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Returns Overview

1 Month
-0.50%
3 Months
+0.29%
6 Months
+0.95%
YTD
+1.77%
1 Year
+3.50%
3 Years (annualized)
+7.54%
5 Years (annualized)
+3.75%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHCHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 2% Issuer Capped Bond Index(^BBUHYICB)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+0.12%
vs Peers
+1.65%

PHCHX Mutual Fund Performance

PHCHX performance across multiple time periods: 1-month -0.50%, YTD 1.77%, 1-year 3.50%, 3-year 7.54%, 5-year 3.75%, 10-year 5.00%.

PHCHX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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