PHCIX Mutual Fund

PHCIX Mutual Fund

NAV$3.66
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Returns Overview

1 Month
+1.04%
3 Months
+0.84%
6 Months
+2.18%
YTD
+2.98%
1 Year
+3.95%
3 Years (annualized)
+8.07%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHCIX 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)
+2.98%
Peer Avg (YTD)
+2.15%
vs Peers
+0.83%

PHCIX Mutual Fund Performance

PHCIX performance across multiple time periods: 1-month 1.04%, YTD 2.98%, 1-year 3.95%, 3-year 8.07%, 5-year 4.14%, 10-year 5.17%.

PHCIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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