PHIYX Mutual Fund

NAV$7.98

Returns Overview

1 Month
+0.17%
3 Months
+2.00%
6 Months
+1.21%
YTD
+1.33%
1 Year
+5.38%
3 Years (annualized)
+7.97%
5 Years (annualized)
+3.70%
10 Years (annualized)
+5.12%

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
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 Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+3.23%
vs Peers
-1.90%

PHIYX Mutual Fund Performance

PHIYX performance across multiple time periods: 1-month 0.17%, YTD 1.33%, 1-year 5.38%, 3-year 7.97%, 5-year 3.70%, 10-year 5.12%.

PHIYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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