PHDYX Mutual Fund

PHDYX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
+0.34%
3 Months
+0.84%
6 Months
+4.80%
YTD
+7.51%
1 Year
+10.79%
3 Years (annualized)
+2.84%
5 Years (annualized)
+3.99%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHDYX 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
ICE BofA Global High Yield Index
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+4.36%
vs Peers
+3.15%

PHDYX Mutual Fund Performance

PHDYX performance across multiple time periods: 1-month 0.34%, YTD 7.51%, 1-year 10.79%, 3-year 2.84%, 5-year 3.99%, 10-year 4.40%.

PHDYX returns outperform the peer average of 4.36% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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