PHIKX Mutual Fund

PHIKX Mutual Fund

NAV$29.23
See how much of PHIKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.22%
3 Months
+2.35%
6 Months
+9.98%
YTD
+16.29%
1 Year
+26.03%
3 Years (annualized)
+14.58%
5 Years (annualized)
+5.67%
10 Years (annualized)
+11.47%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+16.29%
Peer Avg (YTD)
+13.29%
vs Peers
+3.00%

PHIKX Mutual Fund Performance

PHIKX performance across multiple time periods: 1-month -5.22%, YTD 16.29%, 1-year 26.03%, 3-year 14.58%, 5-year 5.67%, 10-year 11.47%.

PHIKX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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