PHLCX Mutual Fund

NAV$9.31

Returns Overview

1 Month
+2.08%
3 Months
-1.94%
6 Months
+21.20%
YTD
+0.20%
1 Year
+15.54%
3 Years
+18.54%
5 Years
+8.93%
10 Years
+12.77%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Composite 1500 Index(NA)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+1.55%
vs Peers
-1.34%

PHLCX Mutual Fund Performance

PHLCX performance across multiple time periods: 1-month 2.08%, YTD 0.20%, 1-year 15.54%, 3-year 18.54%, 5-year 8.93%, 10-year 12.77%.

PHLCX returns trail the peer average of 1.55% 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.