PHDAX Mutual Fund

PHDAX Mutual Fund

NAV$7.75
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Returns Overview

1 Month
-0.26%
3 Months
-1.79%
6 Months
-1.60%
YTD
-0.98%
1 Year
+0.24%
3 Years (annualized)
+7.27%
5 Years (annualized)
+2.81%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHDAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+1.93%
vs Peers
-2.91%

PHDAX Mutual Fund Performance

PHDAX performance across multiple time periods: 1-month -0.26%, YTD -0.98%, 1-year 0.24%, 3-year 7.27%, 5-year 2.81%, 10-year 3.97%.

PHDAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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