PHLAX Mutual Fund

PHLAX Mutual Fund

NAV$41.10
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Returns Overview

1 Month
+5.56%
3 Months
+4.56%
6 Months
+17.94%
YTD
+11.86%
1 Year
+19.36%
3 Years (annualized)
+17.14%
5 Years (annualized)
+7.52%
10 Years (annualized)
+13.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLAX 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
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📉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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+11.86%
Peer Avg (YTD)
+12.41%
vs Peers
-0.54%

PHLAX Mutual Fund Performance

PHLAX performance across multiple time periods: 1-month 5.56%, YTD 11.86%, 1-year 19.36%, 3-year 17.14%, 5-year 7.52%, 10-year 13.16%.

PHLAX returns trail the peer average of 12.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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