PHEAX Mutual Fund

PHEAX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
-1.65%
3 Months
-0.35%
6 Months
-0.67%
YTD
-0.26%
1 Year
+1.75%
3 Years (annualized)
+5.30%
5 Years (annualized)
+0.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEAX 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
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📉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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+0.25%
vs Peers
-0.51%

PHEAX Mutual Fund Performance

PHEAX performance across multiple time periods: 1-month -1.65%, YTD -0.26%, 1-year 1.75%, 3-year 5.30%, 5-year 0.15%.

PHEAX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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