PHLOX Mutual Fund

NAV$13.02

Returns Overview

1 Month
+12.84%
3 Months
+23.85%
6 Months
+13.98%
YTD
+14.86%
1 Year
+42.24%
3 Years (annualized)
+18.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+14.86%
Peer Avg (YTD)
+6.73%
vs Peers
+8.13%

PHLOX Mutual Fund Performance

PHLOX performance across multiple time periods: 1-month 12.84%, YTD 14.86%, 1-year 42.24%, 3-year 18.30%.

PHLOX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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