PHIZX Mutual Fund

PHIZX Mutual Fund

NAV$8.85
See how much of PHIZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
-0.71%
6 Months
-0.72%
YTD
+1.46%
1 Year
+5.81%
3 Years (annualized)
+4.93%
5 Years (annualized)
+0.61%
10 Years (annualized)
+2.31%

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
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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.15%
vs Peers
+1.31%

PHIZX Mutual Fund Performance

PHIZX performance across multiple time periods: 1-month -0.30%, YTD 1.46%, 1-year 5.81%, 3-year 4.93%, 5-year 0.61%, 10-year 2.31%.

PHIZX returns outperform the peer average of 0.15% 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.