PHIYX Mutual Fund

PHIYX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
+1.01%
3 Months
+0.88%
6 Months
+1.39%
YTD
+2.05%
1 Year
+4.72%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.65%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+2.15%
vs Peers
-0.10%

PHIYX Mutual Fund Performance

PHIYX performance across multiple time periods: 1-month 1.01%, YTD 2.05%, 1-year 4.72%, 3-year 7.80%, 5-year 3.65%, 10-year 4.74%.

PHIYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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