PHEZX Mutual Fund

PHEZX Mutual Fund

NAV$8.34
See how much of PHEZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
-0.55%
6 Months
-1.75%
YTD
+0.45%
1 Year
+1.71%
3 Years (annualized)
+7.07%
5 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEZX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+0.20%
vs Peers
+0.24%

PHEZX Mutual Fund Performance

PHEZX performance across multiple time periods: 1-month 0.45%, YTD 0.45%, 1-year 1.71%, 3-year 7.07%, 5-year 4.11%.

PHEZX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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