PHLCX Mutual Fund

NAV$10.83

Returns Overview

1 Month
+7.99%
3 Months
+14.44%
6 Months
+7.88%
YTD
+7.77%
1 Year
+35.32%
3 Years (annualized)
+17.81%
5 Years (annualized)
+8.41%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Composite 1500 Index
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+7.57%
vs Peers
+0.20%

PHLCX Mutual Fund Performance

PHLCX performance across multiple time periods: 1-month 7.99%, YTD 7.77%, 1-year 35.32%, 3-year 17.81%, 5-year 8.41%, 10-year 13.19%.

PHLCX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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