PHIQX Mutual Fund

PHIQX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
-1.97%
3 Months
+0.38%
6 Months
+1.00%
YTD
+1.80%
1 Year
+6.70%
3 Years (annualized)
+4.62%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIQX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+0.23%
vs Peers
+1.57%

PHIQX Mutual Fund Performance

PHIQX performance across multiple time periods: 1-month -1.97%, YTD 1.80%, 1-year 6.70%, 3-year 4.62%, 5-year 0.74%, 10-year 2.68%.

PHIQX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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