PHIAX Mutual Fund

PHIAX Mutual Fund

NAV$8.77
See how much of PHIAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.43%
3 Months
+0.48%
6 Months
+0.96%
YTD
+1.71%
1 Year
+4.78%
3 Years (annualized)
+7.78%
5 Years (annualized)
+3.25%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIAX 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
ICE BofA Global High Yield Index
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+0.12%
vs Peers
+1.59%

PHIAX Mutual Fund Performance

PHIAX performance across multiple time periods: 1-month -0.43%, YTD 1.71%, 1-year 4.78%, 3-year 7.78%, 5-year 3.25%, 10-year 4.86%.

PHIAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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