PHLAX Mutual Fund

PHLAX Mutual Fund

NAV$39.90
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Returns Overview

1 Month
-1.12%
3 Months
+12.80%
6 Months
+8.95%
YTD
+6.99%
1 Year
+36.12%
3 Years (annualized)
+14.13%
5 Years (annualized)
+6.19%
10 Years (annualized)
+11.54%

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
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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+6.74%
vs Peers
+0.25%

PHLAX Mutual Fund Performance

PHLAX performance across multiple time periods: 1-month -1.12%, YTD 6.99%, 1-year 36.12%, 3-year 14.13%, 5-year 6.19%, 10-year 11.54%.

PHLAX returns outperform the peer average of 6.74% 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.