PHGFX Mutual Fund

PHGFX Mutual Fund

NAV$4.73
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Returns Overview

1 Month
+1.72%
3 Months
-1.43%
6 Months
-2.62%
YTD
-2.43%
1 Year
-2.45%
3 Years (annualized)
+4.19%
5 Years (annualized)
-3.30%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHGFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.43%
Peer Avg (YTD)
+1.93%
vs Peers
-4.36%

PHGFX Mutual Fund Performance

PHGFX performance across multiple time periods: 1-month 1.72%, YTD -2.43%, 1-year -2.45%, 3-year 4.19%, 5-year -3.30%, 10-year 0.85%.

PHGFX returns trail the peer average of 1.93% YTD. With an expense ratio of 4.69%, investors should weigh costs against performance when evaluating this mutual fund.

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