PHFNX Mutual Fund

PHFNX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-0.19%
3 Months
+0.44%
6 Months
+0.71%
YTD
+1.02%
1 Year
+4.46%
3 Years (annualized)
+8.24%
5 Years (annualized)
+4.25%
10 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHFNX 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 US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.90%

PHFNX Mutual Fund Performance

PHFNX performance across multiple time periods: 1-month -0.19%, YTD 1.02%, 1-year 4.46%, 3-year 8.24%, 5-year 4.25%, 10-year 5.51%.

PHFNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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