PHIZX Mutual Fund

PHIZX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-1.98%
3 Months
+0.36%
6 Months
+0.86%
YTD
+1.76%
1 Year
+6.63%
3 Years (annualized)
+4.66%
5 Years (annualized)
+0.72%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIZX 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)
+1.76%
Peer Avg (YTD)
+0.23%
vs Peers
+1.53%

PHIZX Mutual Fund Performance

PHIZX performance across multiple time periods: 1-month -1.98%, YTD 1.76%, 1-year 6.63%, 3-year 4.66%, 5-year 0.72%, 10-year 2.61%.

PHIZX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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