PHIKX Mutual Fund

NAV$29.14

Returns Overview

1 Month
+1.38%
3 Months
+19.62%
6 Months
+22.69%
YTD
+20.65%
1 Year
+36.86%
3 Years (annualized)
+17.50%
5 Years (annualized)
+8.84%
10 Years (annualized)
+14.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+20.65%
Peer Avg (YTD)
+18.00%
vs Peers
+2.65%

PHIKX Mutual Fund Performance

PHIKX performance across multiple time periods: 1-month 1.38%, YTD 20.65%, 1-year 36.86%, 3-year 17.50%, 5-year 8.84%, 10-year 14.58%.

PHIKX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

PHIKX performance comparison shows side-by-side returns with another fund. PHIKX alternatives are available in the Mutual Fund Screener.