PHDTX Mutual Fund

PHDTX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
-2.31%
3 Months
-1.86%
6 Months
+1.14%
YTD
+0.37%
1 Year
+1.77%
3 Years (annualized)
+8.60%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHDTX 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
ICE BofA Global High Yield Index
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+0.50%
vs Peers
-0.13%

PHDTX Mutual Fund Performance

PHDTX performance across multiple time periods: 1-month -2.31%, YTD 0.37%, 1-year 1.77%, 3-year 8.60%, 5-year 3.74%, 10-year 5.21%.

PHDTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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