PHEIX Mutual Fund

PHEIX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
+1.95%
3 Months
+0.86%
6 Months
+6.58%
YTD
+8.05%
1 Year
+12.31%
3 Years (annualized)
+14.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+11.21%
vs Peers
-3.17%

PHEIX Mutual Fund Performance

PHEIX performance across multiple time periods: 1-month 1.95%, YTD 8.05%, 1-year 12.31%, 3-year 14.94%.

PHEIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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